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 | $86,896 | $78,672+10.5% | $109,143-20.4% | $85,850+1.2% |
| Participation rate | 93.0% | 68.3%+24.7pp | 75.9%+17.1pp | 69.3%+23.7pp |
| Annual return | 14.28% | 25.09%-10.8pp | 25.75%-11.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,653 | $2,735-3.0% | $3,722-28.7% | $2,565+3.4% |
| Participant deferral / active EE | $8,045 | $3,467+132.0% | $4,653+72.9% | $3,952+103.6% |
| Admin fee / account holder | $3,282 | $5,469-40.0% | $6,752-51.4% | $6,260-47.6% |