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 | $87,013 | $78,705+10.6% | $117,854-26.2% | $70,131+24.1% |
| Participation rate | 88.3% | 73.2%+15.1pp | 79.7%+8.7pp | 69.5%+18.8pp |
| Annual return | 21.26% | 23.30%-2.0pp | 335.08%-313.8pp | 73.14%-51.9pp |
| Employer contribution / active EE | $2,325 | $2,223+4.6% | $3,786-38.6% | $2,342-0.7% |
| Participant deferral / active EE | $3,848 | $3,297+16.7% | $4,482-14.1% | $3,332+15.5% |
| Admin fee / account holder | $2,641 | $5,065-47.9% | $8,020-67.1% | $4,645-43.1% |