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 | $59,865 | $80,968-26.1% | $96,544-38.0% | $75,163-20.4% |
| Participation rate | 90.6% | 71.8%+18.9pp | 76.0%+14.7pp | 67.2%+23.4pp |
| Annual return | 20.77% | 27.06%-6.3pp | 25.84%-5.1pp | 160.62%-139.9pp |
| Employer contribution / active EE | $2,189 | $2,282-4.1% | $2,965-26.2% | $2,670-18.0% |
| Participant deferral / active EE | $4,812 | $3,928+22.5% | $4,851-0.8% | $4,125+16.7% |
| Admin fee / account holder | $495 | $6,724-92.6% | $8,252-94.0% | $5,651-91.2% |