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 | $112,014 | $109,881+1.9% | $150,045-25.3% | $84,808+32.1% |
| Participation rate | 97.8% | 76.1%+21.7pp | 82.3%+15.5pp | 68.3%+29.5pp |
| Annual return | 17.55% | 28.25%-10.7pp | 62.55%-45.0pp | 40.90%-23.3pp |
| Employer contribution / active EE | $4,090 | $3,561+14.9% | $4,693-12.8% | $2,631+55.5% |
| Participant deferral / active EE | $9,481 | $6,636+42.9% | $7,997+18.6% | $4,212+125.1% |
| Admin fee / account holder | $3,905 | $8,568-54.4% | $13,435-70.9% | $7,344-46.8% |