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 | $99,465 | $106,749-6.8% | $145,433-31.6% | $82,448+20.6% |
| Participation rate | 95.1% | 75.6%+19.4pp | 82.1%+13.0pp | 68.1%+27.0pp |
| Annual return | 18.92% | 27.59%-8.7pp | 66.58%-47.7pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,342 | $3,444-32.0% | $4,554-48.6% | $2,551-8.2% |
| Participant deferral / active EE | $7,754 | $6,519+18.9% | $7,897-1.8% | $4,139+87.3% |
| Admin fee / account holder | $1,158 | $8,390-86.2% | $13,129-91.2% | $7,234-84.0% |