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 | $67,101 | $77,314-13.2% | $177,989-62.3% | $80,856-17.0% |
| Participation rate | 96.4% | 65.7%+30.7pp | 77.1%+19.3pp | 67.6%+28.8pp |
| Annual return | 13.85% | 18.09%-4.2pp | 294.48%-280.6pp | 35.59%-21.7pp |
| Employer contribution / active EE | $5,088 | $2,292+122.0% | $3,949+28.9% | $2,755+84.7% |
| Participant deferral / active EE | $1,967 | $4,411-55.4% | $6,276-68.7% | $4,296-54.2% |
| Admin fee / account holder | $1,318 | $7,191-81.7% | $10,363-87.3% | $6,918-80.9% |