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 | $102,145 | $109,881-7.0% | $150,045-31.9% | $84,808+20.4% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 21.11% | 28.25%-7.1pp | 62.55%-41.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $5,146 | $3,561+44.5% | $4,693+9.6% | $2,631+95.6% |
| Participant deferral / active EE | $9,184 | $6,636+38.4% | $7,997+14.8% | $4,212+118.1% |
| Admin fee / account holder | $5,285 | $8,568-38.3% | $13,435-60.7% | $7,344-28.0% |