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 | $91,744 | $84,233+8.9% | $170,442-46.2% | $70,131+30.8% |
| Participation rate | 93.5% | 70.8%+22.7pp | 83.6%+10.0pp | 69.5%+24.0pp |
| Annual return | 15.97% | 23.06%-7.1pp | 205.93%-190.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $2,382 | $3,387-29.7% | $5,433-56.2% | $2,342+1.7% |
| Participant deferral / active EE | $8,285 | $3,086+168.5% | $4,939+67.7% | $3,332+148.7% |
| Admin fee / account holder | $2,411 | $5,698-57.7% | $13,880-82.6% | $4,645-48.1% |