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 | $73,412 | $77,634-5.4% | $156,549-53.1% | $62,891+16.7% |
| Participation rate | 86.2% | 71.2%+15.0pp | 84.0%+2.2pp | 69.3%+16.9pp |
| Annual return | 57.23% | 50.32%+6.9pp | 32.23%+25.0pp | 20.14%+37.1pp |
| Employer contribution / active EE | $1,720 | $3,444-50.1% | $5,501-68.7% | $2,281-24.6% |
| Participant deferral / active EE | $4,115 | $3,045+35.1% | $4,871-15.5% | $3,203+28.5% |
| Admin fee / account holder | $1,660 | $5,561-70.1% | $13,027-87.3% | $4,296-61.4% |