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 | $116,825 | $93,571+24.9% | $135,903-14.0% | $75,163+55.4% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 19.67% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,367 | $3,537-33.1% | $4,856-51.3% | $2,670-11.3% |
| Participant deferral / active EE | $10,853 | $6,404+69.5% | $7,758+39.9% | $4,125+163.1% |
| Admin fee / account holder | $6,941 | $6,975-0.5% | $10,762-35.5% | $5,651+22.8% |