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 | $130,870 | $93,571+39.9% | $135,903-3.7% | $75,163+74.1% |
| Participation rate | 96.7% | 75.2%+21.5pp | 81.9%+14.8pp | 67.2%+29.5pp |
| Annual return | 19.16% | 30.90%-11.7pp | 68.23%-49.1pp | 160.62%-141.5pp |
| Employer contribution / active EE | $4,918 | $3,537+39.1% | $4,856+1.3% | $2,670+84.2% |
| Participant deferral / active EE | $8,575 | $6,404+33.9% | $7,758+10.5% | $4,125+107.9% |
| Admin fee / account holder | $782 | $6,975-88.8% | $10,762-92.7% | $5,651-86.2% |