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 | $69,769 | $78,422-11.0% | $95,952-27.3% | $79,858-12.6% |
| Participation rate | 87.8% | 73.5%+14.3pp | 77.1%+10.7pp | 69.6%+18.1pp |
| Annual return | 19.04% | 19.37%-0.3pp | 91.61%-72.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $2,235 | $1,945+14.9% | $2,541-12.0% | $2,471-9.5% |
| Participant deferral / active EE | $5,090 | $3,440+48.0% | $4,167+22.1% | $3,740+36.1% |
| Admin fee / account holder | $10,420 | $5,622+85.3% | $6,795+53.3% | $5,306+96.4% |