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 | $66,559 | $106,515-37.5% | $96,683-31.2% | $139,434-52.3% |
| Participation rate | 81.0% | 77.8%+3.1pp | 74.3%+6.6pp | 80.3%+0.6pp |
| Annual return | 14.35% | 38.43%-24.1pp | 35.69%-21.3pp | 372.94%-358.6pp |
| Employer contribution / active EE | $6,704 | $4,103+63.4% | $3,737+79.4% | $4,751+41.1% |
| Participant deferral / active EE | $3,772 | $5,454-30.8% | $4,878-22.7% | $6,710-43.8% |
| Admin fee / account holder | $1,500 | $7,877-81.0% | $6,730-77.7% | $11,403-86.8% |