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 | $117,808 | $138,347-14.8% | $184,203-36.0% | $80,856+45.7% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.2pp | 67.6%+24.4pp |
| Annual return | 15.18% | 20.02%-4.8pp | 28.81%-13.6pp | 35.59%-20.4pp |
| Employer contribution / active EE | $8,422 | $4,850+73.6% | $6,427+31.0% | $2,755+205.7% |
| Participant deferral / active EE | $18,512 | $7,071+161.8% | $9,131+102.7% | $4,296+330.9% |
| Admin fee / account holder | $2,537 | $10,483-75.8% | $13,901-81.8% | $6,918-63.3% |