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 | $53,364 | $64,839-17.7% | $95,585-44.2% | $84,808-37.1% |
| Participation rate | 96.5% | 63.8%+32.7pp | 72.1%+24.4pp | 68.3%+28.2pp |
| Annual return | 16.72% | -670.96%+687.7pp | 38.56%-21.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $3,916 | $1,759+122.6% | $2,527+55.0% | $2,631+48.8% |
| Participant deferral / active EE | $2,731 | $2,965-7.9% | $4,023-32.1% | $4,212-35.1% |
| Admin fee / account holder | $6,959 | $5,964+16.7% | $6,127+13.6% | $7,344-5.2% |