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 | $70,719 | $77,899-9.2% | $149,673-52.8% | $75,163-5.9% |
| Participation rate | 95.1% | 65.6%+29.5pp | 78.8%+16.4pp | 67.2%+27.9pp |
| Annual return | 18.73% | 31.72%-13.0pp | 134.42%-115.7pp | 160.62%-141.9pp |
| Employer contribution / active EE | $3,463 | $3,137+10.4% | $4,818-28.1% | $2,670+29.7% |
| Participant deferral / active EE | $1,862 | $3,411-45.4% | $5,680-67.2% | $4,125-54.9% |
| Admin fee / account holder | $1,947 | $5,956-67.3% | $13,210-85.3% | $5,651-65.6% |