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 | $108,557 | $93,571+16.0% | $135,903-20.1% | $75,163+44.4% |
| Participation rate | 79.1% | 75.2%+3.9pp | 81.9%-2.8pp | 67.2%+11.9pp |
| Annual return | 18.10% | 30.90%-12.8pp | 68.23%-50.1pp | 160.62%-142.5pp |
| Employer contribution / active EE | $7,083 | $3,537+100.3% | $4,856+45.8% | $2,670+165.3% |
| Participant deferral / active EE | $7,350 | $6,404+14.8% | $7,758-5.3% | $4,125+78.2% |
| Admin fee / account holder | $5,715 | $6,975-18.1% | $10,762-46.9% | $5,651+1.1% |