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 | $99,165 | $93,571+6.0% | $135,903-27.0% | $75,163+31.9% |
| Participation rate | 97.3% | 75.2%+22.1pp | 81.9%+15.4pp | 67.2%+30.1pp |
| Annual return | 25.37% | 30.90%-5.5pp | 68.23%-42.9pp | 160.62%-135.2pp |
| Employer contribution / active EE | $2,105 | $3,537-40.5% | $4,856-56.6% | $2,670-21.1% |
| Participant deferral / active EE | $7,637 | $6,404+19.3% | $7,758-1.6% | $4,125+85.1% |
| Admin fee / account holder | $1,352 | $6,975-80.6% | $10,762-87.4% | $5,651-76.1% |