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 | $74,762 | $94,031-20.5% | $115,768-35.4% | $82,448-9.3% |
| Participation rate | 88.9% | 70.4%+18.5pp | 74.4%+14.5pp | 68.1%+20.8pp |
| Annual return | 12.77% | 20.61%-7.8pp | 100.46%-87.7pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,367 | $2,323-41.2% | $2,940-53.5% | $2,551-46.4% |
| Participant deferral / active EE | $5,629 | $3,972+41.7% | $4,917+14.5% | $4,139+36.0% |
| Admin fee / account holder | $5,647 | $10,249-44.9% | $12,439-54.6% | $7,234-21.9% |