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 | $70,281 | $109,881-36.0% | $150,045-53.2% | $84,808-17.1% |
| Participation rate | 96.2% | 76.1%+20.1pp | 82.3%+13.8pp | 68.3%+27.8pp |
| Annual return | 22.17% | 28.25%-6.1pp | 62.55%-40.4pp | 40.90%-18.7pp |
| Employer contribution / active EE | $2,067 | $3,561-42.0% | $4,693-56.0% | $2,631-21.4% |
| Participant deferral / active EE | $5,860 | $6,636-11.7% | $7,997-26.7% | $4,212+39.1% |
| Admin fee / account holder | $1,006 | $8,568-88.3% | $13,435-92.5% | $7,344-86.3% |