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 | $134,316 | $101,724+32.0% | $164,813-18.5% | $80,856+66.1% |
| Participation rate | 92.9% | 71.8%+21.0pp | 78.6%+14.3pp | 67.6%+25.2pp |
| Annual return | 16.62% | 16.72%-0.1pp | 69.93%-53.3pp | 35.59%-19.0pp |
| Employer contribution / active EE | $2,282 | $2,953-22.7% | $4,341-47.4% | $2,755-17.2% |
| Participant deferral / active EE | $4,903 | $4,477+9.5% | $6,031-18.7% | $4,296+14.1% |
| Admin fee / account holder | $4,393 | $8,227-46.6% | $12,690-65.4% | $6,918-36.5% |