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 | $118,734 | $109,413+8.5% | $156,263-24.0% | $84,808+40.0% |
| Participation rate | 92.0% | 72.7%+19.3pp | 78.9%+13.1pp | 68.3%+23.7pp |
| Annual return | 13.51% | 20.18%-6.7pp | 59.47%-46.0pp | 40.90%-27.4pp |
| Employer contribution / active EE | $5,390 | $2,907+85.4% | $4,333+24.4% | $2,631+104.9% |
| Participant deferral / active EE | $6,202 | $4,590+35.1% | $6,158+0.7% | $4,212+47.3% |
| Admin fee / account holder | $3,055 | $9,357-67.4% | $14,255-78.6% | $7,344-58.4% |