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 | $69,110 | $53,822+28.4% | $75,696-8.7% | $85,850-19.5% |
| Participation rate | 93.9% | 69.1%+24.9pp | 74.8%+19.1pp | 69.3%+24.6pp |
| Annual return | 13.73% | 24.54%-10.8pp | 104.53%-90.8pp | 318.53%-304.8pp |
| Employer contribution / active EE | $3,397 | $2,017+68.4% | $2,743+23.9% | $2,565+32.4% |
| Participant deferral / active EE | $4,766 | $2,895+64.6% | $3,821+24.7% | $3,952+20.6% |
| Admin fee / account holder | $3,969 | $3,343+18.7% | $3,619+9.7% | $6,260-36.6% |