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 | $76,480 | $78,422-2.5% | $95,952-20.3% | $79,858-4.2% |
| Participation rate | 95.7% | 73.5%+22.2pp | 77.1%+18.6pp | 69.6%+26.1pp |
| Annual return | 38.86% | 19.37%+19.5pp | 91.61%-52.8pp | 31.71%+7.1pp |
| Employer contribution / active EE | $2,017 | $1,945+3.7% | $2,541-20.6% | $2,471-18.3% |
| Participant deferral / active EE | $5,127 | $3,440+49.0% | $4,167+23.0% | $3,740+37.1% |
| Admin fee / account holder | $3,074 | $5,622-45.3% | $6,795-54.8% | $5,306-42.1% |