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 | $67,187 | $106,749-37.1% | $145,433-53.8% | $82,448-18.5% |
| Participation rate | 93.9% | 75.6%+18.3pp | 82.1%+11.8pp | 68.1%+25.9pp |
| Annual return | 19.01% | 27.59%-8.6pp | 66.58%-47.6pp | 41.64%-22.6pp |
| Employer contribution / active EE | $5,084 | $3,444+47.6% | $4,554+11.6% | $2,551+99.3% |
| Participant deferral / active EE | $8,987 | $6,519+37.9% | $7,897+13.8% | $4,139+117.1% |
| Admin fee / account holder | $1,737 | $8,390-79.3% | $13,129-86.8% | $7,234-76.0% |