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 | $71,872 | $77,899-7.7% | $149,673-52.0% | $75,163-4.4% |
| Participation rate | 72.4% | 65.6%+6.8pp | 78.8%-6.4pp | 67.2%+5.2pp |
| Annual return | 18.24% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,339 | $3,137-25.4% | $4,818-51.4% | $2,670-12.4% |
| Participant deferral / active EE | $4,141 | $3,411+21.4% | $5,680-27.1% | $4,125+0.4% |
| Admin fee / account holder | $1,781 | $5,956-70.1% | $13,210-86.5% | $5,651-68.5% |