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 | $136,084 | $101,724+33.8% | $164,813-17.4% | $80,856+68.3% |
| Participation rate | 79.3% | 71.8%+7.5pp | 78.6%+0.7pp | 67.6%+11.7pp |
| Annual return | 13.01% | 16.72%-3.7pp | 69.93%-56.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $13,793 | $2,953+367.0% | $4,341+217.8% | $2,755+400.7% |
| Participant deferral / active EE | $4,078 | $4,477-8.9% | $6,031-32.4% | $4,296-5.1% |
| Admin fee / account holder | $5,185 | $8,227-37.0% | $12,690-59.1% | $6,918-25.0% |