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 | $70,843 | $109,413-35.3% | $156,263-54.7% | $84,808-16.5% |
| Participation rate | 71.0% | 72.7%-1.7pp | 78.9%-7.9pp | 68.3%+2.7pp |
| Annual return | 15.99% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $5,800 | $2,907+99.5% | $4,333+33.9% | $2,631+120.5% |
| Participant deferral / active EE | $11,865 | $4,590+158.5% | $6,158+92.7% | $4,212+181.7% |
| Admin fee / account holder | $3,331 | $9,357-64.4% | $14,255-76.6% | $7,344-54.6% |