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 | $70,046 | $91,552-23.5% | $133,956-47.7% | $79,858-12.3% |
| Participation rate | 93.0% | 73.3%+19.7pp | 79.8%+13.2pp | 69.6%+23.4pp |
| Annual return | 16.20% | 61.85%-45.6pp | 45.09%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,314 | $2,384-2.9% | $3,919-40.9% | $2,471-6.3% |
| Participant deferral / active EE | $5,481 | $3,733+46.8% | $5,048+8.6% | $3,740+46.5% |
| Admin fee / account holder | $4,878 | $6,321-22.8% | $8,927-45.4% | $5,306-8.1% |