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 | $67,804 | $87,013-22.1% | $106,213-36.2% | $80,856-16.1% |
| Participation rate | 82.8% | 70.4%+12.3pp | 75.3%+7.5pp | 67.6%+15.1pp |
| Annual return | 16.96% | 17.05%-0.1pp | 116.14%-99.2pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,855 | $2,395-22.6% | $3,171-41.5% | $2,755-32.7% |
| Participant deferral / active EE | $6,264 | $3,986+57.1% | $5,016+24.9% | $4,296+45.8% |
| Admin fee / account holder | $6,147 | $8,431-27.1% | $11,033-44.3% | $6,918-11.1% |