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 | $104,573 | $84,233+24.1% | $170,442-38.6% | $70,131+49.1% |
| Participation rate | 81.8% | 70.8%+11.0pp | 83.6%-1.8pp | 69.5%+12.3pp |
| Annual return | 20.10% | 23.06%-3.0pp | 205.93%-185.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $4,308 | $3,387+27.2% | $5,433-20.7% | $2,342+83.9% |
| Participant deferral / active EE | $4,325 | $3,086+40.2% | $4,939-12.4% | $3,332+29.8% |
| Admin fee / account holder | $2,366 | $5,698-58.5% | $13,880-83.0% | $4,645-49.1% |