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 | $53,655 | $65,365-17.9% | $92,893-42.2% | $72,985-26.5% |
| Participation rate | 87.5% | 68.3%+19.2pp | 76.0%+11.5pp | 69.5%+18.0pp |
| Annual return | 30.42% | 42.10%-11.7pp | 109.41%-79.0pp | 81.00%-50.6pp |
| Employer contribution / active EE | $3,151 | $2,594+21.5% | $3,653-13.7% | $2,440+29.2% |
| Participant deferral / active EE | $3,039 | $3,128-2.8% | $4,236-28.2% | $3,607-15.7% |
| Admin fee / account holder | $3,005 | $4,251-29.3% | $5,794-48.1% | $5,124-41.4% |