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 | $73,900 | $78,705-6.1% | $117,854-37.3% | $70,131+5.4% |
| Participation rate | 79.3% | 73.2%+6.1pp | 79.7%-0.4pp | 69.5%+9.8pp |
| Annual return | 22.65% | 23.30%-0.7pp | 335.08%-312.4pp | 73.14%-50.5pp |
| Employer contribution / active EE | $2,691 | $2,223+21.0% | $3,786-28.9% | $2,342+14.9% |
| Participant deferral / active EE | $5,473 | $3,297+66.0% | $4,482+22.1% | $3,332+64.3% |
| Admin fee / account holder | $4,179 | $5,065-17.5% | $8,020-47.9% | $4,645-10.0% |