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 | $60,682 | $77,419-21.6% | $69,455-12.6% | $152,861-60.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 74.6%+7.2pp | 82.4%-0.6pp |
| Annual return | 21.92% | 39.06%-17.1pp | 28.97%-7.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $3,477 | $3,315+4.9% | $2,779+25.1% | $4,762-27.0% |
| Participant deferral / active EE | $4,677 | $4,414+6.0% | $3,535+32.3% | $5,850-20.1% |
| Admin fee / account holder | $7,774 | $6,207+25.2% | $3,839+102.5% | $11,596-33.0% |