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 | $68,972 | $85,766-19.6% | $136,294-49.4% | $70,131-1.7% |
| Participation rate | 84.6% | 74.2%+10.5pp | 81.9%+2.7pp | 69.5%+15.1pp |
| Annual return | 32.29% | 31.45%+0.8pp | 5155.94%-5123.6pp | 73.14%-40.8pp |
| Employer contribution / active EE | $4,995 | $2,966+68.4% | $4,695+6.4% | $2,342+113.2% |
| Participant deferral / active EE | $12,460 | $5,051+146.7% | $6,247+99.5% | $3,332+274.0% |
| Admin fee / account holder | $3,093 | $5,420-42.9% | $9,243-66.5% | $4,645-33.4% |