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 | $92,920 | $176,812-47.4% | $146,665-36.6% | $167,490-44.5% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 11.42% | 24.03%-12.6pp | 22.74%-11.3pp | 478.56%-467.1pp |
| Employer contribution / active EE | $2,851 | $5,160-44.8% | $4,136-31.1% | $4,837-41.1% |
| Participant deferral / active EE | $4,574 | $6,440-29.0% | $5,506-16.9% | $6,341-27.9% |
| Admin fee / account holder | $359 | $13,259-97.3% | $10,280-96.5% | $12,309-97.1% |