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 | $77,709 | $93,571-17.0% | $135,903-42.8% | $75,163+3.4% |
| Participation rate | 84.4% | 75.2%+9.2pp | 81.9%+2.5pp | 67.2%+17.2pp |
| Annual return | 16.14% | 30.90%-14.8pp | 68.23%-52.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,903 | $3,537-17.9% | $4,856-40.2% | $2,670+8.7% |
| Participant deferral / active EE | $4,969 | $6,404-22.4% | $7,758-36.0% | $4,125+20.4% |
| Admin fee / account holder | $687 | $6,975-90.1% | $10,762-93.6% | $5,651-87.8% |