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 | $60,848 | $65,365-6.9% | $92,893-34.5% | $72,985-16.6% |
| Participation rate | 72.3% | 68.3%+4.0pp | 76.0%-3.7pp | 69.5%+2.9pp |
| Annual return | 19.78% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,940 | $2,594+13.3% | $3,653-19.5% | $2,440+20.5% |
| Participant deferral / active EE | $7,360 | $3,128+135.3% | $4,236+73.7% | $3,607+104.0% |
| Admin fee / account holder | $4,081 | $4,251-4.0% | $5,794-29.6% | $5,124-20.4% |