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 | $102,852 | $77,899+32.0% | $149,673-31.3% | $75,163+36.8% |
| Participation rate | 74.1% | 65.6%+8.5pp | 78.8%-4.7pp | 67.2%+6.9pp |
| Annual return | 18.17% | 31.72%-13.5pp | 134.42%-116.2pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,002 | $3,137-36.2% | $4,818-58.4% | $2,670-25.0% |
| Participant deferral / active EE | $3,197 | $3,411-6.3% | $5,680-43.7% | $4,125-22.5% |
| Admin fee / account holder | $3,482 | $5,956-41.5% | $13,210-73.6% | $5,651-38.4% |