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 | $107,740 | $159,602-32.5% | $150,045-28.2% | $142,382-24.3% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.3%+10.5pp | 80.1%+12.7pp |
| Annual return | 13.45% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $6,018 | $4,961+21.3% | $4,693+28.2% | $4,299+40.0% |
| Participant deferral / active EE | $13,220 | $8,310+59.1% | $7,997+65.3% | $6,507+103.2% |
| Admin fee / account holder | $4,249 | $14,846-71.4% | $13,435-68.4% | $12,624-66.3% |