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 | $135,003 | $109,881+22.9% | $150,045-10.0% | $84,808+59.2% |
| Participation rate | 86.5% | 76.1%+10.4pp | 82.3%+4.2pp | 68.3%+18.2pp |
| Annual return | 15.90% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,974 | $3,561-44.6% | $4,693-57.9% | $2,631-25.0% |
| Participant deferral / active EE | $9,327 | $6,636+40.5% | $7,997+16.6% | $4,212+121.5% |
| Admin fee / account holder | $7,054 | $8,568-17.7% | $13,435-47.5% | $7,344-3.9% |