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 5-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 | $98,866 | $101,724-2.8% | $164,813-40.0% | $80,856+22.3% |
| Participation rate | 97.7% | 71.8%+25.9pp | 78.6%+19.1pp | 67.6%+30.1pp |
| Annual return | 13.41% | 16.72%-3.3pp | 69.93%-56.5pp | 35.59%-22.2pp |
| Employer contribution / active EE | $6,669 | $2,953+125.8% | $4,341+53.6% | $2,755+142.1% |
| Participant deferral / active EE | $5,339 | $4,477+19.3% | $6,031-11.5% | $4,296+24.3% |
| Admin fee / account holder | $1,884 | $8,227-77.1% | $12,690-85.2% | $6,918-72.8% |