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 | $143,275 | $123,793+15.7% | $177,821-19.4% | $79,858+79.4% |
| Participation rate | 73.5% | 84.7%-11.1pp | 87.7%-14.2pp | 69.6%+3.9pp |
| Annual return | 13.76% | 22.82%-9.1pp | 48.32%-34.6pp | 31.71%-18.0pp |
| Employer contribution / active EE | $4,790 | $4,095+17.0% | $5,918-19.1% | $2,471+93.8% |
| Participant deferral / active EE | $11,843 | $5,956+98.8% | $7,714+53.5% | $3,740+216.6% |
| Admin fee / account holder | $4,334 | $7,243-40.2% | $12,427-65.1% | $5,306-18.3% |