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 | $55,931 | $95,416-41.4% | $185,823-69.9% | $85,850-34.8% |
| Participation rate | 98.0% | 68.8%+29.2pp | 81.7%+16.3pp | 69.3%+28.7pp |
| Annual return | 11.93% | 23.59%-11.7pp | 122.05%-110.1pp | 318.53%-306.6pp |
| Employer contribution / active EE | $2,589 | $3,314-21.9% | $5,167-49.9% | $2,565+0.9% |
| Participant deferral / active EE | $3,198 | $3,423-6.6% | $5,568-42.6% | $3,952-19.1% |
| Admin fee / account holder | $3,868 | $7,213-46.4% | $16,237-76.2% | $6,260-38.2% |