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 | $60,209 | $755,339-92.0% | $379,746-84.1% | $158,922-62.1% |
| Participation rate | 92.9% | 81.8%+11.1pp | 78.4%+14.4pp | 82.0%+10.9pp |
| Annual return | 18.11% | 53.41%-35.3pp | 34.90%-16.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,434 | $4,685-26.7% | $3,540-3.0% | $4,761-27.9% |
| Participant deferral / active EE | $7,148 | $7,938-9.9% | $6,024+18.7% | $5,982+19.5% |
| Admin fee / account holder | $4,179 | $14,482-71.1% | $7,927-47.3% | $11,246-62.8% |