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 | $90,497 | $78,705+15.0% | $117,854-23.2% | $70,131+29.0% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.2pp | 69.5%+13.4pp |
| Annual return | 14.03% | 23.30%-9.3pp | 335.08%-321.0pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,935 | $2,223-13.0% | $3,786-48.9% | $2,342-17.4% |
| Participant deferral / active EE | $3,920 | $3,297+18.9% | $4,482-12.5% | $3,332+17.7% |
| Admin fee / account holder | $4,226 | $5,065-16.6% | $8,020-47.3% | $4,645-9.0% |