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 | $73,648 | $89,753-17.9% | $107,525-31.5% | $84,808-13.2% |
| Participation rate | 87.8% | 68.1%+19.7pp | 75.1%+12.7pp | 68.3%+19.5pp |
| Annual return | 15.31% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $3,902 | $3,113+25.3% | $3,754+4.0% | $2,631+48.3% |
| Participant deferral / active EE | $6,546 | $4,056+61.4% | $5,116+28.0% | $4,212+55.4% |
| Admin fee / account holder | $3,893 | $7,222-46.1% | $8,919-56.4% | $7,344-47.0% |