See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,661 | $71,050+2.3% | $93,606-22.4% | $80,856-10.1% |
| Participation rate | 92.5% | 60.4%+32.0pp | 68.7%+23.7pp | 67.6%+24.8pp |
| Annual return | 11.17% | 11.26%-0.1pp | 133.20%-122.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,539 | $1,564+62.4% | $2,420+4.9% | $2,755-7.8% |
| Participant deferral / active EE | $5,637 | $4,034+39.7% | $4,411+27.8% | $4,296+31.2% |
| Admin fee / account holder | $1,352 | $6,945-80.5% | $8,285-83.7% | $6,918-80.4% |