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 | $65,447 | $110,257-40.6% | $96,544-32.2% | $139,434-53.1% |
| Participation rate | 92.3% | 78.1%+14.2pp | 76.0%+16.3pp | 80.3%+12.0pp |
| Annual return | 10.07% | 26.32%-16.2pp | 25.84%-15.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $4,526 | $3,620+25.0% | $2,965+52.6% | $4,751-4.7% |
| Participant deferral / active EE | $5,686 | $5,548+2.5% | $4,851+17.2% | $6,710-15.3% |
| Admin fee / account holder | $5,069 | $11,591-56.3% | $8,252-38.6% | $11,403-55.5% |