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 | $73,791 | $72,071+2.4% | $68,368+7.9% | $137,256-46.2% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.0%+5.0pp |
| Annual return | 14.01% | 353.14%-339.1pp | 292.57%-278.6pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,810 | $2,788+0.8% | $2,649+6.1% | $4,156-32.4% |
| Participant deferral / active EE | $944 | $4,410-78.6% | $4,123-77.1% | $6,407-85.3% |
| Admin fee / account holder | $1,896 | $5,336-64.5% | $5,150-63.2% | $12,270-84.5% |