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 | $106,633 | $84,233+26.6% | $170,442-37.4% | $70,131+52.0% |
| Participation rate | 96.6% | 70.8%+25.7pp | 83.6%+13.0pp | 69.5%+27.0pp |
| Annual return | 20.39% | 23.06%-2.7pp | 205.93%-185.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $3,805 | $3,387+12.3% | $5,433-30.0% | $2,342+62.4% |
| Participant deferral / active EE | $1,775 | $3,086-42.5% | $4,939-64.1% | $3,332-46.7% |
| Admin fee / account holder | $1,475 | $5,698-74.1% | $13,880-89.4% | $4,645-68.3% |