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 | $72,378 | $104,664-30.8% | $85,682-15.5% | $167,490-56.8% |
| Participation rate | 81.3% | 76.4%+4.9pp | 69.9%+11.4pp | 82.1%-0.9pp |
| Annual return | 13.22% | 21.45%-8.2pp | 21.49%-8.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $3,570 | $3,337+7.0% | $2,618+36.3% | $4,837-26.2% |
| Participant deferral / active EE | $7,294 | $4,824+51.2% | $3,923+85.9% | $6,341+15.0% |
| Admin fee / account holder | $3,963 | $10,032-60.5% | $6,873-42.3% | $12,309-67.8% |