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 | $95,229 | $84,233+13.1% | $170,442-44.1% | $70,131+35.8% |
| Participation rate | 83.9% | 70.8%+13.0pp | 83.6%+0.3pp | 69.5%+14.3pp |
| Annual return | 21.12% | 23.06%-1.9pp | 205.93%-184.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $3,634 | $3,387+7.3% | $5,433-33.1% | $2,342+55.1% |
| Participant deferral / active EE | $1,384 | $3,086-55.1% | $4,939-72.0% | $3,332-58.5% |
| Admin fee / account holder | $1,447 | $5,698-74.6% | $13,880-89.6% | $4,645-68.9% |