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 | $88,227 | $109,881-19.7% | $150,045-41.2% | $84,808+4.0% |
| Participation rate | 82.9% | 76.1%+6.8pp | 82.3%+0.6pp | 68.3%+14.6pp |
| Annual return | 33.28% | 28.25%+5.0pp | 62.55%-29.3pp | 40.90%-7.6pp |
| Employer contribution / active EE | $3,709 | $3,561+4.1% | $4,693-21.0% | $2,631+41.0% |
| Participant deferral / active EE | $11,785 | $6,636+77.6% | $7,997+47.4% | $4,212+179.8% |
| Admin fee / account holder | $12,296 | $8,568+43.5% | $13,435-8.5% | $7,344+67.4% |