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 | $62,598 | $65,365-4.2% | $92,893-32.6% | $72,985-14.2% |
| Participation rate | 80.9% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.4pp |
| Annual return | 27.27% | 42.10%-14.8pp | 109.41%-82.1pp | 81.00%-53.7pp |
| Employer contribution / active EE | $2,469 | $2,594-4.8% | $3,653-32.4% | $2,440+1.2% |
| Participant deferral / active EE | $5,114 | $3,128+63.5% | $4,236+20.7% | $3,607+41.8% |
| Admin fee / account holder | $2,328 | $4,251-45.3% | $5,794-59.8% | $5,124-54.6% |