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 | $79,602 | $103,376-23.0% | $87,100-8.6% | $152,861-47.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.9%-1.9pp | 82.4%-7.4pp |
| Annual return | 20.45% | 28.10%-7.7pp | 28.19%-7.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $4,018 | $3,220+24.8% | $2,521+59.4% | $4,762-15.6% |
| Participant deferral / active EE | $7,672 | $4,778+60.6% | $4,049+89.5% | $5,850+31.1% |
| Admin fee / account holder | $1,217 | $12,205-90.0% | $7,497-83.8% | $11,596-89.5% |