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 | $72,092 | $89,753-19.7% | $107,525-33.0% | $84,808-15.0% |
| Participation rate | 86.8% | 68.1%+18.8pp | 75.1%+11.8pp | 68.3%+18.5pp |
| Annual return | 17.45% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,720 | $3,113+19.5% | $3,754-0.9% | $2,631+41.4% |
| Participant deferral / active EE | $7,765 | $4,056+91.4% | $5,116+51.8% | $4,212+84.4% |
| Admin fee / account holder | $1,935 | $7,222-73.2% | $8,919-78.3% | $7,344-73.7% |