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 | $65,739 | $91,190-27.9% | $178,490-63.2% | $79,858-17.7% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 16.72% | 24.19%-7.5pp | 151.07%-134.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $2,972 | $3,256-8.7% | $5,011-40.7% | $2,471+20.3% |
| Participant deferral / active EE | $1,788 | $3,236-44.8% | $5,202-65.6% | $3,740-52.2% |
| Admin fee / account holder | $2,917 | $6,751-56.8% | $13,984-79.1% | $5,306-45.0% |