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 | $89,235 | $85,766+4.0% | $136,294-34.5% | $70,131+27.2% |
| Participation rate | 93.0% | 74.2%+18.9pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 14.25% | 31.45%-17.2pp | 5155.94%-5141.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $1,416 | $2,966-52.2% | $4,695-69.8% | $2,342-39.5% |
| Participant deferral / active EE | $3,964 | $5,051-21.5% | $6,247-36.6% | $3,332+19.0% |
| Admin fee / account holder | $3,203 | $5,420-40.9% | $9,243-65.3% | $4,645-31.1% |