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 | $87,252 | $110,257-20.9% | $96,544-9.6% | $139,434-37.4% |
| Participation rate | 95.7% | 78.1%+17.6pp | 76.0%+19.7pp | 80.3%+15.3pp |
| Annual return | 15.15% | 26.32%-11.2pp | 25.84%-10.7pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,159 | $3,620-40.4% | $2,965-27.2% | $4,751-54.6% |
| Participant deferral / active EE | $3,486 | $5,548-37.2% | $4,851-28.1% | $6,710-48.0% |
| Admin fee / account holder | $946 | $11,591-91.8% | $8,252-88.5% | $11,403-91.7% |