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 | $104,997 | $93,571+12.2% | $135,903-22.7% | $75,163+39.7% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 67.2%+7.0pp |
| Annual return | 18.37% | 30.90%-12.5pp | 68.23%-49.9pp | 160.62%-142.2pp |
| Employer contribution / active EE | $4,351 | $3,537+23.0% | $4,856-10.4% | $2,670+63.0% |
| Participant deferral / active EE | $8,630 | $6,404+34.8% | $7,758+11.2% | $4,125+109.2% |
| Admin fee / account holder | $3,800 | $6,975-45.5% | $10,762-64.7% | $5,651-32.7% |