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 | $61,738 | $78,672-21.5% | $109,143-43.4% | $85,850-28.1% |
| Participation rate | 78.6% | 68.3%+10.3pp | 75.9%+2.7pp | 69.3%+9.3pp |
| Annual return | 15.79% | 25.09%-9.3pp | 25.75%-10.0pp | 318.53%-302.7pp |
| Employer contribution / active EE | $4,159 | $2,735+52.1% | $3,722+11.7% | $2,565+62.1% |
| Participant deferral / active EE | $3,516 | $3,467+1.4% | $4,653-24.4% | $3,952-11.0% |
| Admin fee / account holder | $491 | $5,469-91.0% | $6,752-92.7% | $6,260-92.2% |