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 | $114,873 | $89,753+28.0% | $107,525+6.8% | $84,808+35.5% |
| Participation rate | 80.9% | 68.1%+12.8pp | 75.1%+5.8pp | 68.3%+12.6pp |
| Annual return | 15.19% | 29.48%-14.3pp | 181.32%-166.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,394 | $3,113+9.0% | $3,754-9.6% | $2,631+29.0% |
| Participant deferral / active EE | $7,696 | $4,056+89.7% | $5,116+50.4% | $4,212+82.7% |
| Admin fee / account holder | $7,045 | $7,222-2.4% | $8,919-21.0% | $7,344-4.1% |