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 | $74,639 | $86,286-13.5% | $111,297-32.9% | $85,850-13.1% |
| Participation rate | 95.8% | 73.3%+22.5pp | 77.3%+18.5pp | 69.3%+26.5pp |
| Annual return | 18.59% | 19.99%-1.4pp | 54.65%-36.1pp | 318.53%-299.9pp |
| Employer contribution / active EE | $2,132 | $2,043+4.4% | $2,731-21.9% | $2,565-16.9% |
| Participant deferral / active EE | $4,484 | $3,641+23.2% | $4,487-0.1% | $3,952+13.5% |
| Admin fee / account holder | $2,217 | $8,188-72.9% | $7,964-72.2% | $6,260-64.6% |