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 | $120,303 | $93,571+28.6% | $135,903-11.5% | $75,163+60.1% |
| Participation rate | 84.6% | 75.2%+9.4pp | 81.9%+2.7pp | 67.2%+17.4pp |
| Annual return | 15.56% | 30.90%-15.3pp | 68.23%-52.7pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,430 | $3,537-3.0% | $4,856-29.4% | $2,670+28.5% |
| Participant deferral / active EE | $5,920 | $6,404-7.6% | $7,758-23.7% | $4,125+43.5% |
| Admin fee / account holder | $11,810 | $6,975+69.3% | $10,762+9.7% | $5,651+109.0% |