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 | $69,505 | $84,233-17.5% | $170,442-59.2% | $70,131-0.9% |
| Participation rate | 77.8% | 70.8%+6.9pp | 83.6%-5.8pp | 69.5%+8.2pp |
| Annual return | 23.82% | 23.06%+0.8pp | 205.93%-182.1pp | 73.14%-49.3pp |
| Employer contribution / active EE | $2,343 | $3,387-30.8% | $5,433-56.9% | $2,3420% |
| Participant deferral / active EE | $4,016 | $3,086+30.2% | $4,939-18.7% | $3,332+20.6% |
| Admin fee / account holder | $5,592 | $5,698-1.9% | $13,880-59.7% | $4,645+20.4% |