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 7-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 | $65,125 | $65,409-0.4% | $98,442-33.8% | $85,850-24.1% |
| Participation rate | 70.0% | 65.0%+5.0pp | 73.3%-3.3pp | 69.3%+0.7pp |
| Annual return | 12.03% | 21.76%-9.7pp | 1492.73%-1480.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,050 | $2,168-5.4% | $2,960-30.7% | $2,565-20.1% |
| Participant deferral / active EE | $3,993 | $3,166+26.1% | $4,276-6.6% | $3,952+1.0% |
| Admin fee / account holder | $1,141 | $4,593-75.2% | $5,949-80.8% | $6,260-81.8% |