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 | $107,977 | $109,881-1.7% | $150,045-28.0% | $84,808+27.3% |
| Participation rate | 96.0% | 76.1%+19.9pp | 82.3%+13.7pp | 68.3%+27.7pp |
| Annual return | 18.91% | 28.25%-9.3pp | 62.55%-43.6pp | 40.90%-22.0pp |
| Employer contribution / active EE | $6,307 | $3,561+77.1% | $4,693+34.4% | $2,631+139.7% |
| Participant deferral / active EE | $8,939 | $6,636+34.7% | $7,997+11.8% | $4,212+112.2% |
| Admin fee / account holder | $4,933 | $8,568-42.4% | $13,435-63.3% | $7,344-32.8% |