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 | $119,953 | $84,233+42.4% | $170,442-29.6% | $70,131+71.0% |
| Participation rate | 84.0% | 70.8%+13.2pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 16.42% | 23.06%-6.6pp | 205.93%-189.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,564 | $3,387-53.8% | $5,433-71.2% | $2,342-33.2% |
| Participant deferral / active EE | $3,081 | $3,086-0.2% | $4,939-37.6% | $3,332-7.5% |
| Admin fee / account holder | $8,465 | $5,698+48.6% | $13,880-39.0% | $4,645+82.2% |