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 | $79,753 | $89,753-11.1% | $107,525-25.8% | $84,808-6.0% |
| Participation rate | 89.3% | 68.1%+21.2pp | 75.1%+14.2pp | 68.3%+21.0pp |
| Annual return | 19.49% | 29.48%-10.0pp | 181.32%-161.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,667 | $3,113+17.8% | $3,754-2.3% | $2,631+39.4% |
| Participant deferral / active EE | $5,199 | $4,056+28.2% | $5,116+1.6% | $4,212+23.4% |
| Admin fee / account holder | $9,547 | $7,222+32.2% | $8,919+7.0% | $7,344+30.0% |