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 | $59,447 | $65,365-9.1% | $92,893-36.0% | $72,985-18.5% |
| Participation rate | 88.1% | 68.3%+19.8pp | 76.0%+12.1pp | 69.5%+18.6pp |
| Annual return | 20.41% | 42.10%-21.7pp | 109.41%-89.0pp | 81.00%-60.6pp |
| Employer contribution / active EE | $2,878 | $2,594+11.0% | $3,653-21.2% | $2,440+18.0% |
| Participant deferral / active EE | $3,462 | $3,128+10.7% | $4,236-18.3% | $3,607-4.0% |
| Admin fee / account holder | $1,067 | $4,251-74.9% | $5,794-81.6% | $5,124-79.2% |