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 | $88,542 | $80,968+9.4% | $96,544-8.3% | $75,163+17.8% |
| Participation rate | 90.0% | 71.8%+18.2pp | 76.0%+14.0pp | 67.2%+22.8pp |
| Annual return | 16.77% | 27.06%-10.3pp | 25.84%-9.1pp | 160.62%-143.8pp |
| Employer contribution / active EE | $2,813 | $2,282+23.3% | $2,965-5.1% | $2,670+5.3% |
| Participant deferral / active EE | $6,155 | $3,928+56.7% | $4,851+26.9% | $4,125+49.2% |
| Admin fee / account holder | $5,637 | $6,724-16.2% | $8,252-31.7% | $5,651-0.3% |