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 | $94,064 | $78,705+19.5% | $117,854-20.2% | $70,131+34.1% |
| Participation rate | 78.4% | 73.2%+5.2pp | 79.7%-1.2pp | 69.5%+8.9pp |
| Annual return | 15.10% | 23.30%-8.2pp | 335.08%-320.0pp | 73.14%-58.0pp |
| Employer contribution / active EE | $2,404 | $2,223+8.1% | $3,786-36.5% | $2,342+2.6% |
| Participant deferral / active EE | $3,675 | $3,297+11.5% | $4,482-18.0% | $3,332+10.3% |
| Admin fee / account holder | $11,054 | $5,065+118.2% | $8,020+37.8% | $4,645+138.0% |