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 | $89,437 | $67,411+32.7% | $91,001-1.7% | $70,131+27.5% |
| Participation rate | 78.8% | 71.4%+7.4pp | 75.6%+3.2pp | 69.5%+9.2pp |
| Annual return | 16.46% | -40.16%+56.6pp | 4.60%+11.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $2,353 | $1,786+31.8% | $2,456-4.2% | $2,342+0.5% |
| Participant deferral / active EE | $3,871 | $2,823+37.2% | $3,547+9.1% | $3,332+16.2% |
| Admin fee / account holder | $846 | $4,236-80.0% | $5,417-84.4% | $4,645-81.8% |