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 | $106,729 | $78,926+35.2% | $136,749-22.0% | $84,808+25.8% |
| Participation rate | 97.8% | 62.2%+35.6pp | 72.1%+25.7pp | 68.3%+29.5pp |
| Annual return | 17.08% | 18.17%-1.1pp | 24.33%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $14,469 | $2,134+578.0% | $3,400+325.6% | $2,631+449.9% |
| Participant deferral / active EE | $1,459 | $3,168-54.0% | $4,692-68.9% | $4,212-65.4% |
| Admin fee / account holder | $1,543 | $6,369-75.8% | $11,386-86.5% | $7,344-79.0% |