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 | $80,094 | $109,881-27.1% | $150,045-46.6% | $84,808-5.6% |
| Participation rate | 88.9% | 76.1%+12.8pp | 82.3%+6.6pp | 68.3%+20.6pp |
| Annual return | 15.27% | 28.25%-13.0pp | 62.55%-47.3pp | 40.90%-25.6pp |
| Employer contribution / active EE | $4,063 | $3,561+14.1% | $4,693-13.4% | $2,631+54.4% |
| Participant deferral / active EE | $3,547 | $6,636-46.6% | $7,997-55.7% | $4,212-15.8% |
| Admin fee / account holder | $15,737 | $8,568+83.7% | $13,435+17.1% | $7,344+114.3% |