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 | $112,833 | $67,411+67.4% | $91,001+24.0% | $70,131+60.9% |
| Participation rate | 96.3% | 71.4%+24.9pp | 75.6%+20.7pp | 69.5%+26.8pp |
| Annual return | 13.35% | -40.16%+53.5pp | 4.60%+8.7pp | 73.14%-59.8pp |
| Employer contribution / active EE | $3,252 | $1,786+82.1% | $2,456+32.4% | $2,342+38.8% |
| Participant deferral / active EE | $3,064 | $2,823+8.6% | $3,547-13.6% | $3,332-8.0% |
| Admin fee / account holder | $2,607 | $4,236-38.5% | $5,417-51.9% | $4,645-43.9% |