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 | $132,243 | $124,881+5.9% | $209,409-36.8% | $116,875+13.1% |
| Participation rate | 93.5% | 75.8%+17.8pp | 80.4%+13.2pp | 74.5%+19.0pp |
| Annual return | 17.85% | 14.56%+3.3pp | 159.49%-141.6pp | 16.29%+1.6pp |
| Employer contribution / active EE | $1,888 | $2,588-27.1% | $5,035-62.5% | $3,288-42.6% |
| Participant deferral / active EE | $5,079 | $3,793+33.9% | $4,230+20.1% | $3,885+30.7% |
| Admin fee / account holder | $9,565 | $12,933-26.0% | $16,474-41.9% | $12,263-22.0% |