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 | $58,921 | $103,376-43.0% | $87,100-32.4% | $152,861-61.5% |
| Participation rate | 84.6% | 79.3%+5.3pp | 76.9%+7.7pp | 82.4%+2.2pp |
| Annual return | 20.45% | 28.10%-7.6pp | 28.19%-7.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $2,589 | $3,220-19.6% | $2,521+2.7% | $4,762-45.6% |
| Participant deferral / active EE | $6,584 | $4,778+37.8% | $4,049+62.6% | $5,850+12.5% |
| Admin fee / account holder | $11,805 | $12,205-3.3% | $7,497+57.5% | $11,596+1.8% |