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 | $65,501 | $89,753-27.0% | $107,525-39.1% | $84,808-22.8% |
| Participation rate | 94.6% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.3pp |
| Annual return | 17.97% | 29.48%-11.5pp | 181.32%-163.3pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,090 | $3,113-0.7% | $3,754-17.7% | $2,631+17.5% |
| Participant deferral / active EE | $7,233 | $4,056+78.3% | $5,116+41.4% | $4,212+71.7% |
| Admin fee / account holder | $302 | $7,222-95.8% | $8,919-96.6% | $7,344-95.9% |