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 | $62,636 | $79,449-21.2% | $189,557-67.0% | $85,850-27.0% |
| Participation rate | 84.0% | 66.0%+18.0pp | 78.4%+5.6pp | 69.3%+14.7pp |
| Annual return | 19.94% | 18.45%+1.5pp | 64.17%-44.2pp | 318.53%-298.6pp |
| Employer contribution / active EE | $2,576 | $2,081+23.8% | $4,412-41.6% | $2,565+0.4% |
| Participant deferral / active EE | $4,418 | $4,051+9.0% | $6,174-28.4% | $3,952+11.8% |
| Admin fee / account holder | $1,742 | $5,377-67.6% | $9,807-82.2% | $6,260-72.2% |