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 | $71,327 | $91,552-22.1% | $133,956-46.8% | $79,858-10.7% |
| Participation rate | 72.4% | 73.3%-0.9pp | 79.8%-7.4pp | 69.6%+2.8pp |
| Annual return | 16.48% | 61.85%-45.4pp | 45.09%-28.6pp | 31.71%-15.2pp |
| Employer contribution / active EE | $3,419 | $2,384+43.4% | $3,919-12.7% | $2,471+38.4% |
| Participant deferral / active EE | $5,215 | $3,733+39.7% | $5,048+3.3% | $3,740+39.4% |
| Admin fee / account holder | $1,638 | $6,321-74.1% | $8,927-81.6% | $5,306-69.1% |