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 | $61,406 | $91,552-32.9% | $133,956-54.2% | $79,858-23.1% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.5pp | 69.6%+13.7pp |
| Annual return | 16.01% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,041 | $2,384-14.4% | $3,919-47.9% | $2,471-17.4% |
| Participant deferral / active EE | $4,072 | $3,733+9.1% | $5,048-19.3% | $3,740+8.9% |
| Admin fee / account holder | $7,262 | $6,321+14.9% | $8,927-18.6% | $5,306+36.9% |