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 | $67,921 | $73,933-8.1% | $96,683-29.7% | $75,163-9.6% |
| Participation rate | 93.6% | 66.4%+27.2pp | 74.3%+19.3pp | 67.2%+26.4pp |
| Annual return | 19.31% | 26.70%-7.4pp | 35.69%-16.4pp | 160.62%-141.3pp |
| Employer contribution / active EE | $7,206 | $2,928+146.1% | $3,737+92.9% | $2,670+169.9% |
| Participant deferral / active EE | $8,352 | $3,659+128.3% | $4,878+71.2% | $4,125+102.5% |
| Admin fee / account holder | $3,246 | $5,216-37.8% | $6,730-51.8% | $5,651-42.6% |