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 | $67,342 | $81,208-17.1% | $98,907-31.9% | $79,858-15.7% |
| Participation rate | 80.6% | 72.5%+8.1pp | 76.0%+4.6pp | 69.6%+11.0pp |
| Annual return | 15.58% | 60.99%-45.4pp | 196.43%-180.8pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,084 | $1,960+6.3% | $2,689-22.5% | $2,471-15.7% |
| Participant deferral / active EE | $3,350 | $3,265+2.6% | $4,244-21.1% | $3,740-10.4% |
| Admin fee / account holder | $1,129 | $6,013-81.2% | $6,642-83.0% | $5,306-78.7% |