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 | $59,609 | $78,422-24.0% | $95,952-37.9% | $79,858-25.4% |
| Participation rate | 83.1% | 73.5%+9.6pp | 77.1%+6.0pp | 69.6%+13.4pp |
| Annual return | 26.79% | 19.37%+7.4pp | 91.61%-64.8pp | 31.71%-4.9pp |
| Employer contribution / active EE | $2,374 | $1,945+22.1% | $2,541-6.6% | $2,471-3.9% |
| Participant deferral / active EE | $8,192 | $3,440+138.2% | $4,167+96.6% | $3,740+119.0% |
| Admin fee / account holder | $3,081 | $5,622-45.2% | $6,795-54.7% | $5,306-41.9% |