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 | $66,557 | $86,286-22.9% | $111,297-40.2% | $85,850-22.5% |
| Participation rate | 94.1% | 73.3%+20.8pp | 77.3%+16.8pp | 69.3%+24.8pp |
| Annual return | 15.71% | 19.99%-4.3pp | 54.65%-38.9pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,428 | $2,043-30.1% | $2,731-47.7% | $2,565-44.3% |
| Participant deferral / active EE | $3,218 | $3,641-11.6% | $4,487-28.3% | $3,952-18.6% |
| Admin fee / account holder | $13,017 | $8,188+59.0% | $7,964+63.5% | $6,260+107.9% |