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 | $72,349 | $81,208-10.9% | $98,907-26.9% | $79,858-9.4% |
| Participation rate | 88.5% | 72.5%+16.0pp | 76.0%+12.4pp | 69.6%+18.8pp |
| Annual return | 16.60% | 60.99%-44.4pp | 196.43%-179.8pp | 31.71%-15.1pp |
| Employer contribution / active EE | $2,230 | $1,960+13.8% | $2,689-17.1% | $2,471-9.7% |
| Participant deferral / active EE | $3,995 | $3,265+22.4% | $4,244-5.9% | $3,740+6.8% |
| Admin fee / account holder | $1,946 | $6,013-67.6% | $6,642-70.7% | $5,306-63.3% |