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 | $80,352 | $127,065-36.8% | $113,168-29.0% | $142,382-43.6% |
| Participation rate | 95.2% | 79.2%+16.0pp | 76.6%+18.7pp | 80.1%+15.1pp |
| Annual return | 28.61% | 24.03%+4.6pp | 24.27%+4.3pp | 217.08%-188.5pp |
| Employer contribution / active EE | $2,895 | $3,442-15.9% | $2,975-2.7% | $4,299-32.7% |
| Participant deferral / active EE | $6,633 | $5,716+16.0% | $5,107+29.9% | $6,507+1.9% |
| Admin fee / account holder | $4,514 | $15,736-71.3% | $12,068-62.6% | $12,624-64.2% |