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 | $71,239 | $89,355-20.3% | $141,162-49.5% | $72,985-2.4% |
| Participation rate | 96.8% | 75.1%+21.7pp | 82.5%+14.4pp | 69.5%+27.3pp |
| Annual return | 24.71% | 111.85%-87.1pp | 71.39%-46.7pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,966 | $3,114-4.8% | $4,735-37.4% | $2,440+21.6% |
| Participant deferral / active EE | $7,679 | $5,418+41.7% | $6,709+14.5% | $3,607+112.9% |
| Admin fee / account holder | $8,516 | $5,958+42.9% | $10,261-17.0% | $5,124+66.2% |