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 | $69,871 | $124,281-43.8% | $109,143-36.0% | $167,490-58.3% |
| Participation rate | 82.4% | 79.4%+2.9pp | 75.9%+6.5pp | 82.1%+0.2pp |
| Annual return | 14.71% | 26.04%-11.3pp | 25.75%-11.0pp | 478.56%-463.9pp |
| Employer contribution / active EE | $908 | $4,207-78.4% | $3,722-75.6% | $4,837-81.2% |
| Participant deferral / active EE | $6,555 | $5,255+24.7% | $4,653+40.9% | $6,341+3.4% |
| Admin fee / account holder | $8,089 | $7,970+1.5% | $6,752+19.8% | $12,309-34.3% |