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 | $80,777 | $90,503-10.7% | $78,689+2.7% | $273,961-70.5% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | 14.81% | 75.60%-60.8pp | 62.18%-47.4pp | 41.45%-26.6pp |
| Employer contribution / active EE | $6,232 | $3,176+96.2% | $2,851+118.6% | $4,869+28.0% |
| Participant deferral / active EE | $15,303 | $3,901+292.3% | $3,517+335.1% | $5,287+189.4% |
| Admin fee / account holder | $4,698 | $5,263-10.7% | $4,510+4.2% | $10,132-53.6% |