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 | $58,196 | $70,669-17.7% | $169,368-65.6% | $75,163-22.6% |
| Participation rate | 84.5% | 64.8%+19.7pp | 77.1%+7.4pp | 67.2%+17.3pp |
| Annual return | 17.69% | 36.36%-18.7pp | 405.60%-387.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,562 | $2,211+15.9% | $4,013-36.2% | $2,670-4.0% |
| Participant deferral / active EE | $4,326 | $4,311+0.3% | $6,221-30.5% | $4,125+4.9% |
| Admin fee / account holder | $822 | $5,402-84.8% | $9,003-90.9% | $5,651-85.5% |