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 | $107,879 | $94,625+14.0% | $116,228-7.2% | $84,808+27.2% |
| Participation rate | 96.8% | 70.4%+26.3pp | 74.6%+22.2pp | 68.3%+28.5pp |
| Annual return | 15.19% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,114 | $2,347-9.9% | $2,994-29.4% | $2,631-19.7% |
| Participant deferral / active EE | $5,233 | $3,972+31.7% | $4,953+5.6% | $4,212+24.2% |
| Admin fee / account holder | $1,019 | $10,091-89.9% | $11,989-91.5% | $7,344-86.1% |