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 | $68,269 | $68,547-0.4% | $120,354-43.3% | $80,856-15.6% |
| Participation rate | 76.6% | 61.6%+15.0pp | 71.9%+4.7pp | 67.6%+9.0pp |
| Annual return | 19.00% | 23.60%-4.6pp | 107.15%-88.2pp | 35.59%-16.6pp |
| Employer contribution / active EE | $1,446 | $2,051-29.5% | $3,463-58.2% | $2,755-47.5% |
| Participant deferral / active EE | $5,797 | $3,173+82.7% | $4,991+16.2% | $4,296+35.0% |
| Admin fee / account holder | $2,243 | $5,732-60.9% | $9,423-76.2% | $6,918-67.6% |