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 | $84,893 | $99,985-15.1% | $146,665-42.1% | $85,850-1.1% |
| Participation rate | 70.7% | 73.1%-2.4pp | 80.1%-9.4pp | 69.3%+1.4pp |
| Annual return | 19.39% | 18.93%+0.5pp | 22.74%-3.4pp | 318.53%-299.1pp |
| Employer contribution / active EE | $3,113 | $2,559+21.7% | $4,136-24.7% | $2,565+21.3% |
| Participant deferral / active EE | $6,675 | $4,006+66.6% | $5,506+21.2% | $3,952+68.9% |
| Admin fee / account holder | $4,313 | $7,702-44.0% | $10,280-58.0% | $6,260-31.1% |