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 | $67,455 | $99,985-32.5% | $146,665-54.0% | $85,850-21.4% |
| Participation rate | 94.0% | 73.1%+20.9pp | 80.1%+13.9pp | 69.3%+24.7pp |
| Annual return | 12.43% | 18.93%-6.5pp | 22.74%-10.3pp | 318.53%-306.1pp |
| Employer contribution / active EE | $2,167 | $2,559-15.3% | $4,136-47.6% | $2,565-15.5% |
| Participant deferral / active EE | $3,738 | $4,006-6.7% | $5,506-32.1% | $3,952-5.4% |
| Admin fee / account holder | $2,247 | $7,702-70.8% | $10,280-78.1% | $6,260-64.1% |