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 | $71,717 | $80,717-11.2% | $154,803-53.7% | $84,808-15.4% |
| Participation rate | 95.5% | 66.8%+28.7pp | 78.1%+17.5pp | 68.3%+27.2pp |
| Annual return | 17.79% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,439 | $2,761-11.7% | $4,305-43.4% | $2,631-7.3% |
| Participant deferral / active EE | $4,891 | $3,303+48.1% | $5,540-11.7% | $4,212+16.1% |
| Admin fee / account holder | $2,626 | $6,746-61.1% | $14,329-81.7% | $7,344-64.2% |