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 | $73,965 | $103,376-28.5% | $87,100-15.1% | $152,861-51.6% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 21.24% | 28.10%-6.9pp | 28.19%-6.9pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,654 | $3,220-48.7% | $2,521-34.4% | $4,762-65.3% |
| Participant deferral / active EE | $2,200 | $4,778-54.0% | $4,049-45.7% | $5,850-62.4% |
| Admin fee / account holder | $835 | $12,205-93.2% | $7,497-88.9% | $11,596-92.8% |