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 | $70,497 | $93,571-24.7% | $135,903-48.1% | $75,163-6.2% |
| Participation rate | 82.5% | 75.2%+7.4pp | 81.9%+0.6pp | 67.2%+15.3pp |
| Annual return | 19.61% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $3,740 | $3,537+5.7% | $4,856-23.0% | $2,670+40.1% |
| Participant deferral / active EE | $11,548 | $6,404+80.3% | $7,758+48.9% | $4,125+180.0% |
| Admin fee / account holder | $4,199 | $6,975-39.8% | $10,762-61.0% | $5,651-25.7% |