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 | $80,452 | $113,339-29.0% | $94,993-15.3% | $147,584-45.5% |
| Participation rate | 87.0% | 78.0%+9.0pp | 73.9%+13.1pp | 82.8%+4.1pp |
| Annual return | 19.98% | 20.77%-0.8pp | 27.12%-7.1pp | 578.55%-558.6pp |
| Employer contribution / active EE | $1,477 | $3,160-53.3% | $2,603-43.3% | $4,876-69.7% |
| Participant deferral / active EE | $3,742 | $3,777-0.9% | $3,317+12.8% | $5,439-31.2% |
| Admin fee / account holder | $452 | $6,063-92.5% | $4,960-90.9% | $10,885-95.8% |