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 | $66,733 | $98,750-32.4% | $149,696-55.4% | $79,858-16.4% |
| Participation rate | 83.8% | 75.8%+8.0pp | 82.5%+1.3pp | 69.6%+14.2pp |
| Annual return | 13.61% | 27.43%-13.8pp | 276.60%-263.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,232 | $3,216-61.7% | $4,644-73.5% | $2,471-50.2% |
| Participant deferral / active EE | $6,126 | $5,680+7.9% | $6,842-10.5% | $3,740+63.8% |
| Admin fee / account holder | $3,663 | $6,053-39.5% | $9,309-60.6% | $5,306-31.0% |