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 | $66,299 | $91,552-27.6% | $133,956-50.5% | $79,858-17.0% |
| Participation rate | 90.3% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.7pp |
| Annual return | 16.96% | 61.85%-44.9pp | 45.09%-28.1pp | 31.71%-14.8pp |
| Employer contribution / active EE | $1,376 | $2,384-42.3% | $3,919-64.9% | $2,471-44.3% |
| Participant deferral / active EE | $5,867 | $3,733+57.2% | $5,048+16.2% | $3,740+56.9% |
| Admin fee / account holder | $306 | $6,321-95.2% | $8,927-96.6% | $5,306-94.2% |