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 | $74,228 | $88,672-16.3% | $105,223-29.5% | $82,448-10.0% |
| Participation rate | 77.3% | 67.9%+9.3pp | 75.0%+2.2pp | 68.1%+9.2pp |
| Annual return | 17.39% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $2,317 | $3,048-24.0% | $3,689-37.2% | $2,551-9.2% |
| Participant deferral / active EE | $7,576 | $4,036+87.7% | $5,072+49.4% | $4,139+83.0% |
| Admin fee / account holder | $2,382 | $7,146-66.7% | $8,859-73.1% | $7,234-67.1% |