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 | $103,399 | $95,803+7.9% | $113,168-8.6% | $84,808+21.9% |
| Participation rate | 91.7% | 72.9%+18.8pp | 76.6%+15.1pp | 68.3%+23.4pp |
| Annual return | 14.81% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $3,328 | $2,360+41.0% | $2,975+11.8% | $2,631+26.5% |
| Participant deferral / active EE | $3,537 | $4,242-16.6% | $5,107-30.7% | $4,212-16.0% |
| Admin fee / account holder | $14,753 | $8,989+64.1% | $12,068+22.3% | $7,344+100.9% |