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 | $70,395 | $78,672-10.5% | $109,143-35.5% | $85,850-18.0% |
| Participation rate | 88.6% | 68.3%+20.3pp | 75.9%+12.7pp | 69.3%+19.3pp |
| Annual return | 11.65% | 25.09%-13.4pp | 25.75%-14.1pp | 318.53%-306.9pp |
| Employer contribution / active EE | $2,428 | $2,735-11.2% | $3,722-34.8% | $2,565-5.4% |
| Participant deferral / active EE | $4,300 | $3,467+24.0% | $4,653-7.6% | $3,952+8.8% |
| Admin fee / account holder | $642 | $5,469-88.3% | $6,752-90.5% | $6,260-89.8% |