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 | $74,073 | $107,452-31.1% | $91,541-19.1% | $142,382-48.0% |
| Participation rate | 85.0% | 75.1%+9.9pp | 69.8%+15.2pp | 80.1%+4.9pp |
| Annual return | 14.84% | 22.06%-7.2pp | 20.50%-5.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,827 | $2,994-5.6% | $2,505+12.9% | $4,299-34.3% |
| Participant deferral / active EE | $7,093 | $4,754+49.2% | $4,008+77.0% | $6,507+9.0% |
| Admin fee / account holder | $1,126 | $8,834-87.2% | $6,956-83.8% | $12,624-91.1% |