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 | $56,634 | $70,428-19.6% | $96,562-41.3% | $85,850-34.0% |
| Participation rate | 87.7% | 61.8%+25.9pp | 69.8%+17.9pp | 69.3%+18.4pp |
| Annual return | 11.62% | 18.59%-7.0pp | 37.78%-26.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,353 | $1,413+66.5% | $2,356-0.1% | $2,565-8.3% |
| Participant deferral / active EE | $3,240 | $2,894+12.0% | $3,849-15.8% | $3,952-18.0% |
| Admin fee / account holder | $1,094 | $4,997-78.1% | $6,181-82.3% | $6,260-82.5% |