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 | $65,642 | $118,450-44.6% | $98,439-33.3% | $139,434-52.9% |
| Participation rate | 90.9% | 77.4%+13.5pp | 75.2%+15.7pp | 80.3%+10.6pp |
| Annual return | 14.88% | 18.94%-4.1pp | 21.16%-6.3pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,851 | $3,609-21.0% | $3,048-6.5% | $4,751-40.0% |
| Participant deferral / active EE | $4,150 | $5,392-23.0% | $4,738-12.4% | $6,710-38.2% |
| Admin fee / account holder | $6,209 | $14,026-55.7% | $8,948-30.6% | $11,403-45.5% |