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 | $66,474 | $70,669-5.9% | $169,368-60.8% | $75,163-11.6% |
| Participation rate | 82.6% | 64.8%+17.8pp | 77.1%+5.5pp | 67.2%+15.4pp |
| Annual return | 16.95% | 36.36%-19.4pp | 405.60%-388.7pp | 160.62%-143.7pp |
| Employer contribution / active EE | $1,801 | $2,211-18.5% | $4,013-55.1% | $2,670-32.5% |
| Participant deferral / active EE | $3,434 | $4,311-20.3% | $6,221-44.8% | $4,125-16.8% |
| Admin fee / account holder | $2,977 | $5,402-44.9% | $9,003-66.9% | $5,651-47.3% |