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 | $79,444 | $77,899+2.0% | $149,673-46.9% | $75,163+5.7% |
| Participation rate | 94.1% | 65.6%+28.5pp | 78.8%+15.4pp | 67.2%+26.9pp |
| Annual return | 14.52% | 31.72%-17.2pp | 134.42%-119.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $4,163 | $3,137+32.7% | $4,818-13.6% | $2,670+55.9% |
| Participant deferral / active EE | $5,015 | $3,411+47.0% | $5,680-11.7% | $4,125+21.6% |
| Admin fee / account holder | $1,199 | $5,956-79.9% | $13,210-90.9% | $5,651-78.8% |