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 | $66,800 | $81,632-18.2% | $70,449-5.2% | $158,922-58.0% |
| Participation rate | 80.0% | 77.7%+2.3pp | 75.1%+4.9pp | 82.0%-2.0pp |
| Annual return | 16.55% | 208.40%-191.9pp | 109.03%-92.5pp | 302.83%-286.3pp |
| Employer contribution / active EE | $3,157 | $3,217-1.9% | $2,737+15.4% | $4,761-33.7% |
| Participant deferral / active EE | $5,753 | $4,554+26.3% | $3,709+55.1% | $5,982-3.8% |
| Admin fee / account holder | $1,793 | $6,193-71.1% | $3,845-53.4% | $11,246-84.1% |