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 | $123,582 | $101,724+21.5% | $164,813-25.0% | $80,856+52.8% |
| Participation rate | 95.9% | 71.8%+24.1pp | 78.6%+17.3pp | 67.6%+28.3pp |
| Annual return | 14.54% | 16.72%-2.2pp | 69.93%-55.4pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $11,929 | $4,477+166.4% | $6,031+97.8% | $4,296+177.7% |
| Admin fee / account holder | $7,546 | $8,227-8.3% | $12,690-40.5% | $6,918+9.1% |