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 | $99,594 | $78,422+27.0% | $95,952+3.8% | $79,858+24.7% |
| Participation rate | 79.6% | 73.5%+6.1pp | 77.1%+2.5pp | 69.6%+10.0pp |
| Annual return | 12.17% | 19.37%-7.2pp | 91.61%-79.4pp | 31.71%-19.5pp |
| Employer contribution / active EE | $1,859 | $1,945-4.4% | $2,541-26.8% | $2,471-24.8% |
| Participant deferral / active EE | $3,982 | $3,440+15.8% | $4,167-4.4% | $3,740+6.5% |
| Admin fee / account holder | $9,716 | $5,622+72.8% | $6,795+43.0% | $5,306+83.1% |