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 | $68,672 | $89,753-23.5% | $107,525-36.1% | $84,808-19.0% |
| Participation rate | 76.4% | 68.1%+8.3pp | 75.1%+1.3pp | 68.3%+8.1pp |
| Annual return | 17.90% | 29.48%-11.6pp | 181.32%-163.4pp | 40.90%-23.0pp |
| Employer contribution / active EE | $3,007 | $3,113-3.4% | $3,754-19.9% | $2,631+14.3% |
| Participant deferral / active EE | $4,466 | $4,056+10.1% | $5,116-12.7% | $4,212+6.0% |
| Admin fee / account holder | $391 | $7,222-94.6% | $8,919-95.6% | $7,344-94.7% |