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 | $66,878 | $80,968-17.4% | $96,544-30.7% | $75,163-11.0% |
| Participation rate | 91.2% | 71.8%+19.4pp | 76.0%+15.2pp | 67.2%+24.0pp |
| Annual return | 19.78% | 27.06%-7.3pp | 25.84%-6.1pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,850 | $2,282-18.9% | $2,965-37.6% | $2,670-30.7% |
| Participant deferral / active EE | $4,842 | $3,928+23.3% | $4,851-0.2% | $4,125+17.4% |
| Admin fee / account holder | $568 | $6,724-91.5% | $8,252-93.1% | $5,651-89.9% |