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 | $82,487 | $81,460+1.3% | $103,333-20.2% | $80,856+2.0% |
| Participation rate | 93.9% | 66.8%+27.0pp | 74.5%+19.4pp | 67.6%+26.2pp |
| Annual return | 12.77% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $2,727 | $3,105-12.2% | $3,868-29.5% | $2,755-1.0% |
| Participant deferral / active EE | $6,339 | $3,869+63.9% | $5,057+25.3% | $4,296+47.6% |
| Admin fee / account holder | $5,635 | $6,566-14.2% | $8,355-32.5% | $6,918-18.5% |