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 | $70,495 | $157,256-55.2% | $141,162-50.1% | $152,861-53.9% |
| Participation rate | 91.7% | 84.8%+6.8pp | 82.5%+9.2pp | 82.4%+9.2pp |
| Annual return | 23.15% | 64.32%-41.2pp | 71.39%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,321 | $5,261-55.9% | $4,735-51.0% | $4,762-51.3% |
| Participant deferral / active EE | $6,959 | $7,109-2.1% | $6,709+3.7% | $5,850+19.0% |
| Admin fee / account holder | $518 | $12,120-95.7% | $10,261-95.0% | $11,596-95.5% |