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 | $66,510 | $85,202-21.9% | $172,739-61.5% | $72,985-8.9% |
| Participation rate | 87.2% | 70.1%+17.2pp | 82.6%+4.6pp | 69.5%+17.7pp |
| Annual return | 21.50% | 27.32%-5.8pp | 802.84%-781.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,122 | $3,324-36.2% | $5,143-58.7% | $2,440-13.0% |
| Participant deferral / active EE | $3,775 | $3,260+15.8% | $5,198-27.4% | $3,607+4.6% |
| Admin fee / account holder | $3,660 | $5,884-37.8% | $13,954-73.8% | $5,124-28.6% |