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 | $75,028 | $104,974-28.5% | $95,585-21.5% | $142,382-47.3% |
| Participation rate | 93.3% | 75.0%+18.4pp | 72.1%+21.3pp | 80.1%+13.2pp |
| Annual return | 20.41% | 210.33%-189.9pp | 38.56%-18.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,803 | $2,779+0.9% | $2,527+10.9% | $4,299-34.8% |
| Participant deferral / active EE | $3,670 | $4,352-15.7% | $4,023-8.8% | $6,507-43.6% |
| Admin fee / account holder | $2,780 | $6,386-56.5% | $6,127-54.6% | $12,624-78.0% |