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 | $71,453 | $89,355-20.0% | $141,162-49.4% | $72,985-2.1% |
| Participation rate | 84.3% | 75.1%+9.2pp | 82.5%+1.8pp | 69.5%+14.8pp |
| Annual return | 23.13% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,605 | $3,114-48.5% | $4,735-66.1% | $2,440-34.2% |
| Participant deferral / active EE | $4,642 | $5,418-14.3% | $6,709-30.8% | $3,607+28.7% |
| Admin fee / account holder | $992 | $5,958-83.4% | $10,261-90.3% | $5,124-80.6% |