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 | $74,947 | $77,899-3.8% | $149,673-49.9% | $75,163-0.3% |
| Participation rate | 97.9% | 65.6%+32.3pp | 78.8%+19.1pp | 67.2%+30.7pp |
| Annual return | 15.67% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,086 | $3,137-33.5% | $4,818-56.7% | $2,670-21.9% |
| Participant deferral / active EE | $4,778 | $3,411+40.1% | $5,680-15.9% | $4,125+15.8% |
| Admin fee / account holder | $9,778 | $5,956+64.2% | $13,210-26.0% | $5,651+73.0% |