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 | $115,705 | $84,233+37.4% | $170,442-32.1% | $70,131+65.0% |
| Participation rate | 84.0% | 70.8%+13.2pp | 83.6%+0.4pp | 69.5%+14.5pp |
| Annual return | 13.71% | 23.06%-9.4pp | 205.93%-192.2pp | 73.14%-59.4pp |
| Employer contribution / active EE | $3,456 | $3,387+2.0% | $5,433-36.4% | $2,342+47.5% |
| Participant deferral / active EE | $3,390 | $3,086+9.9% | $4,939-31.4% | $3,332+1.8% |
| Admin fee / account holder | $852 | $5,698-85.0% | $13,880-93.9% | $4,645-81.7% |