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 | $135,537 | $77,899+74.0% | $149,673-9.4% | $75,163+80.3% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 18.79% | 31.72%-12.9pp | 134.42%-115.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,915 | $3,137-7.1% | $4,818-39.5% | $2,670+9.2% |
| Participant deferral / active EE | $5,283 | $3,411+54.9% | $5,680-7.0% | $4,125+28.1% |
| Admin fee / account holder | $3,577 | $5,956-39.9% | $13,210-72.9% | $5,651-36.7% |