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 | $81,087 | $91,552-11.4% | $133,956-39.5% | $79,858+1.5% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.6%+2.6pp |
| Annual return | 16.46% | 61.85%-45.4pp | 45.09%-28.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $1,809 | $2,384-24.1% | $3,919-53.8% | $2,471-26.8% |
| Participant deferral / active EE | $5,983 | $3,733+60.2% | $5,048+18.5% | $3,740+60.0% |
| Admin fee / account holder | $5,598 | $6,321-11.4% | $8,927-37.3% | $5,306+5.5% |