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 | $68,749 | $73,933-7.0% | $96,683-28.9% | $75,163-8.5% |
| Participation rate | 75.8% | 66.4%+9.3pp | 74.3%+1.4pp | 67.2%+8.6pp |
| Annual return | 15.17% | 26.70%-11.5pp | 35.69%-20.5pp | 160.62%-145.4pp |
| Employer contribution / active EE | $2,160 | $2,928-26.2% | $3,737-42.2% | $2,670-19.1% |
| Participant deferral / active EE | $5,893 | $3,659+61.1% | $4,878+20.8% | $4,125+42.8% |
| Admin fee / account holder | $4,404 | $5,216-15.6% | $6,730-34.6% | $5,651-22.1% |