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 | $66,930 | $228,332-70.7% | $185,823-64.0% | $158,922-57.9% |
| Participation rate | 84.6% | 82.3%+2.3pp | 78.0%+6.6pp | 82.0%+2.7pp |
| Annual return | 18.11% | 40.80%-22.7pp | 35.95%-17.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $2,402 | $4,967-51.6% | $4,087-41.2% | $4,761-49.6% |
| Participant deferral / active EE | $3,735 | $6,415-41.8% | $5,632-33.7% | $5,982-37.6% |
| Admin fee / account holder | $1,724 | $11,864-85.5% | $9,500-81.9% | $11,246-84.7% |