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 | $72,948 | $90,503-19.4% | $78,689-7.3% | $273,961-73.4% |
| Participation rate | 88.2% | 76.5%+11.7pp | 73.6%+14.7pp | 83.0%+5.2pp |
| Annual return | 6.33% | 75.60%-69.3pp | 62.18%-55.8pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,168 | $3,176-63.2% | $2,851-59.0% | $4,869-76.0% |
| Participant deferral / active EE | $5,264 | $3,901+34.9% | $3,517+49.7% | $5,287-0.4% |
| Admin fee / account holder | $2,303 | $5,263-56.2% | $4,510-48.9% | $10,132-77.3% |