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 | $89,147 | $84,233+5.8% | $170,442-47.7% | $70,131+27.1% |
| Participation rate | 91.5% | 70.8%+20.7pp | 83.6%+7.9pp | 69.5%+21.9pp |
| Annual return | 20.66% | 23.06%-2.4pp | 205.93%-185.3pp | 73.14%-52.5pp |
| Employer contribution / active EE | $1,773 | $3,387-47.6% | $5,433-67.4% | $2,342-24.3% |
| Participant deferral / active EE | $3,683 | $3,086+19.4% | $4,939-25.4% | $3,332+10.6% |
| Admin fee / account holder | $2,129 | $5,698-62.6% | $13,880-84.7% | $4,645-54.2% |