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 | $61,650 | $91,552-32.7% | $133,956-54.0% | $79,858-22.8% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 23.07% | 61.85%-38.8pp | 45.09%-22.0pp | 31.71%-8.6pp |
| Employer contribution / active EE | $2,791 | $2,384+17.1% | $3,919-28.8% | $2,471+13.0% |
| Participant deferral / active EE | $5,647 | $3,733+51.3% | $5,048+11.9% | $3,740+51.0% |
| Admin fee / account holder | $1,738 | $6,321-72.5% | $8,927-80.5% | $5,306-67.2% |