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 | $80,483 | $78,103+3.0% | $289,028-72.2% | $116,875-31.1% |
| Participation rate | 96.2% | 69.5%+26.6pp | 78.0%+18.2pp | 74.5%+21.6pp |
| Annual return | 16.92% | 15.26%+1.7pp | 243.94%-227.0pp | 16.29%+0.6pp |
| Employer contribution / active EE | $3,165 | $2,718+16.4% | $6,326-50.0% | $3,288-3.7% |
| Participant deferral / active EE | $3,426 | $2,921+17.3% | $4,804-28.7% | $3,885-11.8% |
| Admin fee / account holder | $14,043 | $8,683+61.7% | $14,050-0.1% | $12,263+14.5% |