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 | $75,565 | $80,968-6.7% | $96,544-21.7% | $75,163+0.5% |
| Participation rate | 76.7% | 71.8%+4.9pp | 76.0%+0.7pp | 67.2%+9.5pp |
| Annual return | 19.47% | 27.06%-7.6pp | 25.84%-6.4pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,039 | $2,282-10.6% | $2,965-31.2% | $2,670-23.6% |
| Participant deferral / active EE | $4,544 | $3,928+15.7% | $4,851-6.3% | $4,125+10.2% |
| Admin fee / account holder | $27,804 | $6,724+313.5% | $8,252+236.9% | $5,651+392.0% |