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 | $59,857 | $58,208+2.8% | $81,812-26.8% | $80,856-26.0% |
| Participation rate | 91.3% | 63.4%+27.9pp | 72.3%+19.0pp | 67.6%+23.7pp |
| Annual return | 23.16% | 41.66%-18.5pp | 773.79%-750.6pp | 35.59%-12.4pp |
| Employer contribution / active EE | $2,291 | $2,340-2.1% | $2,912-21.3% | $2,755-16.9% |
| Participant deferral / active EE | $3,034 | $3,281-7.5% | $4,319-29.8% | $4,296-29.4% |
| Admin fee / account holder | $3,725 | $4,981-25.2% | $7,386-49.6% | $6,918-46.2% |