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 | $73,468 | $124,281-40.9% | $109,143-32.7% | $167,490-56.1% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 15.98% | 26.04%-10.1pp | 25.75%-9.8pp | 478.56%-462.6pp |
| Employer contribution / active EE | $3,055 | $4,207-27.4% | $3,722-17.9% | $4,837-36.9% |
| Participant deferral / active EE | $4,865 | $5,255-7.4% | $4,653+4.5% | $6,341-23.3% |
| Admin fee / account holder | $574 | $7,970-92.8% | $6,752-91.5% | $12,309-95.3% |