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 | $84,525 | $109,881-23.1% | $150,045-43.7% | $84,808-0.3% |
| Participation rate | 92.9% | 76.1%+16.8pp | 82.3%+10.5pp | 68.3%+24.5pp |
| Annual return | 16.34% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,618 | $3,561-26.5% | $4,693-44.2% | $2,631-0.5% |
| Participant deferral / active EE | $7,424 | $6,636+11.9% | $7,997-7.2% | $4,212+76.3% |
| Admin fee / account holder | $1,698 | $8,568-80.2% | $13,435-87.4% | $7,344-76.9% |