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 | $105,600 | $93,571+12.9% | $135,903-22.3% | $75,163+40.5% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 19.98% | 30.90%-10.9pp | 68.23%-48.3pp | 160.62%-140.6pp |
| Employer contribution / active EE | $2,538 | $3,537-28.2% | $4,856-47.7% | $2,670-4.9% |
| Participant deferral / active EE | $8,763 | $6,404+36.8% | $7,758+13.0% | $4,125+112.4% |
| Admin fee / account holder | $6,902 | $6,975-1.1% | $10,762-35.9% | $5,651+22.1% |