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 | $44,259 | $93,571-52.7% | $135,903-67.4% | $75,163-41.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 67.04% | 30.90%+36.1pp | 68.23%-1.2pp | 160.62%-93.6pp |
| Employer contribution / active EE | $3,166 | $3,537-10.5% | $4,856-34.8% | $2,670+18.6% |
| Participant deferral / active EE | $6,981 | $6,404+9.0% | $7,758-10.0% | $4,125+69.2% |
| Admin fee / account holder | $2,694 | $6,975-61.4% | $10,762-75.0% | $5,651-52.3% |