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 | $68,380 | $73,933-7.5% | $96,683-29.3% | $75,163-9.0% |
| Participation rate | 86.9% | 66.4%+20.5pp | 74.3%+12.5pp | 67.2%+19.7pp |
| Annual return | 15.41% | 26.70%-11.3pp | 35.69%-20.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $7,034 | $2,928+140.3% | $3,737+88.2% | $2,670+163.5% |
| Participant deferral / active EE | $2,717 | $3,659-25.7% | $4,878-44.3% | $4,125-34.1% |
| Admin fee / account holder | $9,034 | $5,216+73.2% | $6,730+34.2% | $5,651+59.9% |