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 | $66,061 | $89,753-26.4% | $107,525-38.6% | $84,808-22.1% |
| Participation rate | 92.5% | 68.1%+24.4pp | 75.1%+17.4pp | 68.3%+24.2pp |
| Annual return | 17.01% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,891 | $3,113-7.1% | $3,754-23.0% | $2,631+9.9% |
| Participant deferral / active EE | $5,481 | $4,056+35.1% | $5,116+7.1% | $4,212+30.1% |
| Admin fee / account holder | $2,062 | $7,222-71.4% | $8,919-76.9% | $7,344-71.9% |