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 | $83,422 | $79,944+4.4% | $98,439-15.3% | $75,163+11.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 75.2%+17.1pp | 67.2%+25.1pp |
| Annual return | 17.48% | 19.75%-2.3pp | 21.16%-3.7pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,499 | $2,264+10.4% | $3,048-18.0% | $2,670-6.4% |
| Participant deferral / active EE | $5,994 | $3,752+59.8% | $4,738+26.5% | $4,125+45.3% |
| Admin fee / account holder | $3,479 | $6,840-49.1% | $8,948-61.1% | $5,651-38.4% |