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 | $62,715 | $77,634-19.2% | $156,549-59.9% | $62,891-0.3% |
| Participation rate | 94.1% | 71.2%+22.9pp | 84.0%+10.1pp | 69.3%+24.8pp |
| Annual return | 6.62% | 50.32%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,565 | $3,444+90.6% | $5,501+19.3% | $2,281+187.8% |
| Participant deferral / active EE | $5,045 | $3,045+65.7% | $4,871+3.6% | $3,203+57.5% |
| Admin fee / account holder | $3,258 | $5,561-41.4% | $13,027-75.0% | $4,296-24.2% |