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 | $65,329 | $54,705+19.4% | $71,209-8.3% | $84,808-23.0% |
| Participation rate | 92.6% | 64.1%+28.5pp | 73.8%+18.8pp | 68.3%+24.3pp |
| Annual return | 17.98% | 35.90%-17.9pp | 282.51%-264.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $2,736 | $2,158+26.8% | $2,721+0.6% | $2,631+4.0% |
| Participant deferral / active EE | $7,402 | $3,030+144.3% | $4,175+77.3% | $4,212+75.8% |
| Admin fee / account holder | $2,554 | $4,863-47.5% | $5,349-52.3% | $7,344-65.2% |