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 | $67,036 | $88,672-24.4% | $105,223-36.3% | $82,448-18.7% |
| Participation rate | 86.7% | 67.9%+18.7pp | 75.0%+11.6pp | 68.1%+18.6pp |
| Annual return | 19.16% | 30.86%-11.7pp | 180.65%-161.5pp | 41.64%-22.5pp |
| Employer contribution / active EE | $2,552 | $3,048-16.3% | $3,689-30.8% | $2,551+0.1% |
| Participant deferral / active EE | $6,494 | $4,036+60.9% | $5,072+28.0% | $4,139+56.9% |
| Admin fee / account holder | $6,330 | $7,146-11.4% | $8,859-28.5% | $7,234-12.5% |