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 | $70,230 | $77,164-9.0% | $178,014-60.5% | $80,874-13.2% |
| Participation rate | 79.2% | 65.7%+13.5pp | 77.1%+2.2pp | 67.6%+11.6pp |
| Annual return | 12.49% | 18.09%-5.6pp | 294.80%-282.3pp | 35.62%-23.1pp |
| Employer contribution / active EE | $2,069 | $2,288-9.6% | $3,950-47.6% | $2,756-24.9% |
| Participant deferral / active EE | $5,203 | $4,408+18.0% | $6,276-17.1% | $4,297+21.1% |
| Admin fee / account holder | $6,550 | $7,164-8.6% | $10,362-36.8% | $6,935-5.6% |