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 | $54,860 | $89,753-38.9% | $107,525-49.0% | $84,808-35.3% |
| Participation rate | 79.7% | 68.1%+11.7pp | 75.1%+4.7pp | 68.3%+11.4pp |
| Annual return | 15.73% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $3,596 | $3,113+15.5% | $3,754-4.2% | $2,631+36.7% |
| Participant deferral / active EE | $4,185 | $4,056+3.2% | $5,116-18.2% | $4,212-0.6% |
| Admin fee / account holder | $2,009 | $7,222-72.2% | $8,919-77.5% | $7,344-72.6% |