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 | $53,718 | $57,541-6.6% | $95,745-43.9% | $75,163-28.5% |
| Participation rate | 90.3% | 62.5%+27.8pp | 72.3%+18.1pp | 67.2%+23.1pp |
| Annual return | 24.44% | 34.93%-10.5pp | 28.35%-3.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $3,851 | $1,808+113.0% | $2,835+35.9% | $2,670+44.3% |
| Participant deferral / active EE | $7,643 | $3,074+148.6% | $4,245+80.1% | $4,125+85.3% |
| Admin fee / account holder | $2,807 | $4,099-31.5% | $5,678-50.6% | $5,651-50.3% |