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 | $116,031 | $131,829-12.0% | $108,579+6.9% | $273,961-57.6% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.6%+13.8pp | 83.0%+10.3pp |
| Annual return | 6.67% | -91.57%+98.2pp | -51.70%+58.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $5,650 | $4,912+15.0% | $3,758+50.3% | $4,869+16.0% |
| Participant deferral / active EE | $6,243 | $5,127+21.8% | $4,311+44.8% | $5,287+18.1% |
| Admin fee / account holder | $1,136 | $10,252-88.9% | $7,645-85.1% | $10,132-88.8% |