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 | $72,972 | $95,416-23.5% | $185,823-60.7% | $85,850-15.0% |
| Participation rate | 97.6% | 68.8%+28.8pp | 81.7%+15.9pp | 69.3%+28.2pp |
| Annual return | 16.64% | 23.59%-6.9pp | 122.05%-105.4pp | 318.53%-301.9pp |
| Employer contribution / active EE | $3,420 | $3,314+3.2% | $5,167-33.8% | $2,565+33.3% |
| Participant deferral / active EE | $2,228 | $3,423-34.9% | $5,568-60.0% | $3,952-43.6% |
| Admin fee / account holder | $2,178 | $7,213-69.8% | $16,237-86.6% | $6,260-65.2% |