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 | $59,863 | $69,515-13.9% | $86,874-31.1% | $85,850-30.3% |
| Participation rate | 97.1% | 66.3%+30.7pp | 71.6%+25.4pp | 69.3%+27.7pp |
| Annual return | 14.29% | 20.12%-5.8pp | 63.52%-49.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,811 | $1,880-3.7% | $2,495-27.4% | $2,565-29.4% |
| Participant deferral / active EE | $3,442 | $2,919+17.9% | $3,699-7.0% | $3,952-12.9% |
| Admin fee / account holder | $1,749 | $5,972-70.7% | $5,828-70.0% | $6,260-72.1% |