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 | $72,181 | $76,407-5.5% | $150,298-52.0% | $82,448-12.5% |
| Participation rate | 80.0% | 66.4%+13.6pp | 77.8%+2.2pp | 68.1%+11.9pp |
| Annual return | 17.15% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,942 | $2,614-25.7% | $4,154-53.3% | $2,551-23.9% |
| Participant deferral / active EE | $6,315 | $3,214+96.5% | $5,453+15.8% | $4,139+52.6% |
| Admin fee / account holder | $571 | $6,352-91.0% | $14,116-96.0% | $7,234-92.1% |