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 | $59,360 | $124,281-52.2% | $109,143-45.6% | $167,490-64.6% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 16.70% | 26.04%-9.3pp | 25.75%-9.1pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,332 | $4,207-44.6% | $3,722-37.3% | $4,837-51.8% |
| Participant deferral / active EE | $5,533 | $5,255+5.3% | $4,653+18.9% | $6,341-12.7% |
| Admin fee / account holder | $2,574 | $7,970-67.7% | $6,752-61.9% | $12,309-79.1% |