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 | $52,398 | $58,828-10.9% | $77,999-32.8% | $62,891-16.7% |
| Participation rate | 76.2% | 71.1%+5.1pp | 75.5%+0.7pp | 69.3%+6.9pp |
| Annual return | 9.72% | 17.16%-7.4pp | 425.96%-416.2pp | 20.14%-10.4pp |
| Employer contribution / active EE | $1,900 | $1,672+13.7% | $2,470-23.1% | $2,281-16.7% |
| Participant deferral / active EE | $4,191 | $2,686+56.0% | $3,497+19.8% | $3,203+30.8% |
| Admin fee / account holder | $1,168 | $4,393-73.4% | $5,480-78.7% | $4,296-72.8% |