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 | $60,577 | $84,233-28.1% | $170,442-64.5% | $70,131-13.6% |
| Participation rate | 94.4% | 70.8%+23.6pp | 83.6%+10.8pp | 69.5%+24.9pp |
| Annual return | 15.30% | 23.06%-7.8pp | 205.93%-190.6pp | 73.14%-57.8pp |
| Employer contribution / active EE | $2,021 | $3,387-40.3% | $5,433-62.8% | $2,342-13.7% |
| Participant deferral / active EE | $4,102 | $3,086+32.9% | $4,939-17.0% | $3,332+23.1% |
| Admin fee / account holder | $1,180 | $5,698-79.3% | $13,880-91.5% | $4,645-74.6% |