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 | $59,692 | $97,125-38.5% | $86,233-30.8% | $137,256-56.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 14.88% | 74.19%-59.3pp | 61.39%-46.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,069 | $2,841-27.2% | $2,504-17.4% | $4,156-50.2% |
| Participant deferral / active EE | $4,568 | $5,180-11.8% | $4,559+0.2% | $6,407-28.7% |
| Admin fee / account holder | $492 | $9,725-94.9% | $8,342-94.1% | $12,270-96.0% |