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 | $59,707 | $89,355-33.2% | $141,162-57.7% | $72,985-18.2% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 20.34% | 111.85%-91.5pp | 71.39%-51.1pp | 81.00%-60.7pp |
| Employer contribution / active EE | $2,457 | $3,114-21.1% | $4,735-48.1% | $2,440+0.7% |
| Participant deferral / active EE | $3,026 | $5,418-44.2% | $6,709-54.9% | $3,607-16.1% |
| Admin fee / account holder | $10,910 | $5,958+83.1% | $10,261+6.3% | $5,124+112.9% |