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 | $69,651 | $79,944-12.9% | $98,439-29.2% | $75,163-7.3% |
| Participation rate | 91.7% | 70.4%+21.3pp | 75.2%+16.5pp | 67.2%+24.5pp |
| Annual return | 13.27% | 19.75%-6.5pp | 21.16%-7.9pp | 160.62%-147.3pp |
| Employer contribution / active EE | $2,357 | $2,264+4.1% | $3,048-22.7% | $2,670-11.7% |
| Participant deferral / active EE | $5,225 | $3,752+39.2% | $4,738+10.3% | $4,125+26.7% |
| Admin fee / account holder | $2,309 | $6,840-66.2% | $8,948-74.2% | $5,651-59.1% |