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 | $62,950 | $66,402-5.2% | $109,895-42.7% | $85,850-26.7% |
| Participation rate | 92.1% | 63.9%+28.2pp | 74.2%+17.8pp | 69.3%+22.7pp |
| Annual return | 18.09% | 19.59%-1.5pp | 29.45%-11.4pp | 318.53%-300.4pp |
| Employer contribution / active EE | $1,514 | $1,687-10.3% | $2,842-46.7% | $2,565-41.0% |
| Participant deferral / active EE | $4,281 | $2,842+50.6% | $4,048+5.8% | $3,952+8.3% |
| Admin fee / account holder | $1,657 | $4,557-63.6% | $6,066-72.7% | $6,260-73.5% |