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 | $70,519 | $127,386-44.6% | $115,037-38.7% | $125,391-43.8% |
| Participation rate | 92.3% | 84.2%+8.2pp | 81.4%+10.9pp | 83.2%+9.1pp |
| Annual return | 1.52% | 31.28%-29.8pp | 26.14%-24.6pp | 282.22%-280.7pp |
| Employer contribution / active EE | $2,641 | $5,166-48.9% | $4,608-42.7% | $4,866-45.7% |
| Participant deferral / active EE | $6,218 | $6,423-3.2% | $6,026+3.2% | $5,352+16.2% |
| Admin fee / account holder | $16,730 | $9,516+75.8% | $8,175+104.6% | $9,540+75.4% |