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 | $79,292 | $91,190-13.0% | $178,490-55.6% | $79,858-0.7% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.3pp |
| Annual return | 15.87% | 24.19%-8.3pp | 151.07%-135.2pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,193 | $3,256-1.9% | $5,011-36.3% | $2,471+29.2% |
| Participant deferral / active EE | $5,574 | $3,236+72.2% | $5,202+7.2% | $3,740+49.0% |
| Admin fee / account holder | $1,550 | $6,751-77.0% | $13,984-88.9% | $5,306-70.8% |