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 | $71,828 | $152,587-52.9% | $125,175-42.6% | $152,861-53.0% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 26.05% | 54.84%-28.8pp | 43.79%-17.7pp | 345.32%-319.3pp |
| Employer contribution / active EE | $6,005 | $4,946+21.4% | $3,865+55.4% | $4,762+26.1% |
| Participant deferral / active EE | $8,048 | $5,868+37.2% | $4,937+63.0% | $5,850+37.6% |
| Admin fee / account holder | $8,416 | $13,434-37.4% | $9,702-13.3% | $11,596-27.4% |