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 | $83,531 | $118,450-29.5% | $98,439-15.1% | $139,434-40.1% |
| Participation rate | 84.6% | 77.4%+7.2pp | 75.2%+9.5pp | 80.3%+4.3pp |
| Annual return | 18.85% | 18.94%-0.1pp | 21.16%-2.3pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,706 | $3,609-25.0% | $3,048-11.2% | $4,751-43.0% |
| Participant deferral / active EE | $5,583 | $5,392+3.6% | $4,738+17.8% | $6,710-16.8% |
| Admin fee / account holder | $1,185 | $14,026-91.6% | $8,948-86.8% | $11,403-89.6% |