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 | $119,310 | $93,571+27.5% | $135,903-12.2% | $75,163+58.7% |
| Participation rate | 88.6% | 75.2%+13.5pp | 81.9%+6.7pp | 67.2%+21.4pp |
| Annual return | 19.67% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-140.9pp |
| Employer contribution / active EE | $6,705 | $3,537+89.6% | $4,856+38.1% | $2,670+151.1% |
| Participant deferral / active EE | $9,766 | $6,404+52.5% | $7,758+25.9% | $4,125+136.8% |
| Admin fee / account holder | $3,555 | $6,975-49.0% | $10,762-67.0% | $5,651-37.1% |