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 | $62,203 | $140,940-55.9% | $112,229-44.6% | $139,434-55.4% |
| Participation rate | 87.5% | 79.2%+8.3pp | 72.4%+15.1pp | 80.3%+7.2pp |
| Annual return | 13.06% | 32.71%-19.7pp | 30.20%-17.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,823 | $4,283-34.1% | $3,430-17.7% | $4,751-40.6% |
| Participant deferral / active EE | $5,823 | $5,874-0.9% | $4,798+21.4% | $6,710-13.2% |
| Admin fee / account holder | $11,471 | $9,954+15.2% | $7,748+48.0% | $11,403+0.6% |