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 | $68,981 | $91,552-24.7% | $133,956-48.5% | $79,858-13.6% |
| Participation rate | 88.5% | 73.3%+15.2pp | 79.8%+8.7pp | 69.6%+18.9pp |
| Annual return | 15.97% | 61.85%-45.9pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,445 | $2,384+2.6% | $3,919-37.6% | $2,471-1.0% |
| Participant deferral / active EE | $2,776 | $3,733-25.6% | $5,048-45.0% | $3,740-25.8% |
| Admin fee / account holder | $1,248 | $6,321-80.3% | $8,927-86.0% | $5,306-76.5% |