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 | $116,510 | $94,031+23.9% | $115,768+0.6% | $82,448+41.3% |
| Participation rate | 74.1% | 70.4%+3.7pp | 74.4%-0.3pp | 68.1%+6.0pp |
| Annual return | 18.50% | 20.61%-2.1pp | 100.46%-82.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,904 | $2,323+25.0% | $2,940-1.2% | $2,551+13.8% |
| Participant deferral / active EE | $6,864 | $3,972+72.8% | $4,917+39.6% | $4,139+65.8% |
| Admin fee / account holder | $2,091 | $10,249-79.6% | $12,439-83.2% | $7,234-71.1% |