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 | $55,603 | $176,812-68.6% | $146,665-62.1% | $167,490-66.8% |
| Participation rate | 95.8% | 83.6%+12.2pp | 80.1%+15.8pp | 82.1%+13.7pp |
| Annual return | 13.51% | 24.03%-10.5pp | 22.74%-9.2pp | 478.56%-465.0pp |
| Employer contribution / active EE | $2,523 | $5,160-51.1% | $4,136-39.0% | $4,837-47.8% |
| Participant deferral / active EE | $5,631 | $6,440-12.6% | $5,506+2.3% | $6,341-11.2% |
| Admin fee / account holder | $3,476 | $13,259-73.8% | $10,280-66.2% | $12,309-71.8% |