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 | $79,522 | $89,753-11.4% | $107,525-26.0% | $84,808-6.2% |
| Participation rate | 81.3% | 68.1%+13.2pp | 75.1%+6.2pp | 68.3%+12.9pp |
| Annual return | 15.79% | 29.48%-13.7pp | 181.32%-165.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,331 | $3,113+7.0% | $3,754-11.2% | $2,631+26.6% |
| Participant deferral / active EE | $8,362 | $4,056+106.2% | $5,116+63.5% | $4,212+98.6% |
| Admin fee / account holder | $6,723 | $7,222-6.9% | $8,919-24.6% | $7,344-8.5% |