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 | $125,707 | $89,355+40.7% | $141,162-10.9% | $72,985+72.2% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.3pp | 69.5%+27.3pp |
| Annual return | 25.83% | 111.85%-86.0pp | 71.39%-45.6pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,956 | $3,114-5.1% | $4,735-37.6% | $2,440+21.2% |
| Participant deferral / active EE | $6,826 | $5,418+26.0% | $6,709+1.7% | $3,607+89.2% |
| Admin fee / account holder | $2,682 | $5,958-55.0% | $10,261-73.9% | $5,124-47.7% |