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 | $66,870 | $109,881-39.1% | $150,045-55.4% | $84,808-21.2% |
| Participation rate | 90.8% | 76.1%+14.7pp | 82.3%+8.4pp | 68.3%+22.5pp |
| Annual return | 15.99% | 28.25%-12.3pp | 62.55%-46.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $2,189 | $3,561-38.5% | $4,693-53.4% | $2,631-16.8% |
| Participant deferral / active EE | $7,657 | $6,636+15.4% | $7,997-4.2% | $4,212+81.8% |
| Admin fee / account holder | $11,208 | $8,568+30.8% | $13,435-16.6% | $7,344+52.6% |