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 | $71,709 | $80,968-11.4% | $96,544-25.7% | $75,163-4.6% |
| Participation rate | 97.1% | 71.8%+25.3pp | 76.0%+21.1pp | 67.2%+29.9pp |
| Annual return | 23.13% | 27.06%-3.9pp | 25.84%-2.7pp | 160.62%-137.5pp |
| Employer contribution / active EE | $4,693 | $2,282+105.7% | $2,965+58.3% | $2,670+75.8% |
| Participant deferral / active EE | $5,237 | $3,928+33.3% | $4,851+8.0% | $4,125+27.0% |
| Admin fee / account holder | $828 | $6,724-87.7% | $8,252-90.0% | $5,651-85.3% |