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 | $64,781 | $93,571-30.8% | $135,903-52.3% | $75,163-13.8% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 15.22% | 30.90%-15.7pp | 68.23%-53.0pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,735 | $3,537-50.9% | $4,856-64.3% | $2,670-35.0% |
| Participant deferral / active EE | $6,671 | $6,404+4.2% | $7,758-14.0% | $4,125+61.7% |
| Admin fee / account holder | $10,840 | $6,975+55.4% | $10,762+0.7% | $5,651+91.8% |