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 | $57,804 | $91,552-36.9% | $133,956-56.8% | $79,858-27.6% |
| Participation rate | 88.2% | 73.3%+14.9pp | 79.8%+8.4pp | 69.6%+18.6pp |
| Annual return | 15.42% | 61.85%-46.4pp | 45.09%-29.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,624 | $2,384+10.1% | $3,919-33.0% | $2,471+6.2% |
| Participant deferral / active EE | $7,568 | $3,733+102.7% | $5,048+49.9% | $3,740+102.3% |
| Admin fee / account holder | $6,081 | $6,321-3.8% | $8,927-31.9% | $5,306+14.6% |