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 | $65,860 | $95,416-31.0% | $185,823-64.6% | $85,850-23.3% |
| Participation rate | 92.0% | 68.8%+23.2pp | 81.7%+10.3pp | 69.3%+22.7pp |
| Annual return | 14.52% | 23.59%-9.1pp | 122.05%-107.5pp | 318.53%-304.0pp |
| Employer contribution / active EE | $3,020 | $3,314-8.9% | $5,167-41.6% | $2,565+17.7% |
| Participant deferral / active EE | $4,012 | $3,423+17.2% | $5,568-27.9% | $3,952+1.5% |
| Admin fee / account holder | $5,141 | $7,213-28.7% | $16,237-68.3% | $6,260-17.9% |