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 | $57,143 | $65,365-12.6% | $92,893-38.5% | $72,985-21.7% |
| Participation rate | 83.9% | 68.3%+15.6pp | 76.0%+7.9pp | 69.5%+14.4pp |
| Annual return | 19.80% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,742 | $2,594+5.7% | $3,653-24.9% | $2,440+12.4% |
| Participant deferral / active EE | $3,541 | $3,128+13.2% | $4,236-16.4% | $3,607-1.8% |
| Admin fee / account holder | $1,054 | $4,251-75.2% | $5,794-81.8% | $5,124-79.4% |