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 | $91,208 | $87,013+4.8% | $106,213-14.1% | $80,856+12.8% |
| Participation rate | 81.6% | 70.4%+11.1pp | 75.3%+6.3pp | 67.6%+13.9pp |
| Annual return | 16.62% | 17.05%-0.4pp | 116.14%-99.5pp | 35.59%-19.0pp |
| Employer contribution / active EE | $1,757 | $2,395-26.7% | $3,171-44.6% | $2,755-36.2% |
| Participant deferral / active EE | $3,460 | $3,986-13.2% | $5,016-31.0% | $4,296-19.5% |
| Admin fee / account holder | $1,638 | $8,431-80.6% | $11,033-85.2% | $6,918-76.3% |