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 | $100,687 | $77,314+30.2% | $177,989-43.4% | $80,856+24.5% |
| Participation rate | 96.7% | 65.7%+31.0pp | 77.1%+19.6pp | 67.6%+29.0pp |
| Annual return | 11.50% | 18.09%-6.6pp | 294.48%-283.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,890 | $2,292-17.6% | $3,949-52.1% | $2,755-31.4% |
| Participant deferral / active EE | $4,123 | $4,411-6.5% | $6,276-34.3% | $4,296-4.0% |
| Admin fee / account holder | $1,070 | $7,191-85.1% | $10,363-89.7% | $6,918-84.5% |