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 | $130,351 | $109,881+18.6% | $150,045-13.1% | $84,808+53.7% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.6pp | 68.3%+14.6pp |
| Annual return | 20.37% | 28.25%-7.9pp | 62.55%-42.2pp | 40.90%-20.5pp |
| Employer contribution / active EE | $4,124 | $3,561+15.8% | $4,693-12.1% | $2,631+56.7% |
| Participant deferral / active EE | $7,980 | $6,636+20.3% | $7,997-0.2% | $4,212+89.5% |
| Admin fee / account holder | $1,450 | $8,568-83.1% | $13,435-89.2% | $7,344-80.3% |