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 | $58,235 | $77,899-25.2% | $149,673-61.1% | $75,163-22.5% |
| Participation rate | 92.7% | 65.6%+27.1pp | 78.8%+13.9pp | 67.2%+25.5pp |
| Annual return | 16.96% | 31.72%-14.8pp | 134.42%-117.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,078 | $3,137-33.8% | $4,818-56.9% | $2,670-22.2% |
| Participant deferral / active EE | $4,737 | $3,411+38.9% | $5,680-16.6% | $4,125+14.8% |
| Admin fee / account holder | $4,699 | $5,956-21.1% | $13,210-64.4% | $5,651-16.8% |