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 | $61,769 | $104,974-41.2% | $95,585-35.4% | $142,382-56.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 12.70% | 210.33%-197.6pp | 38.56%-25.9pp | 217.08%-204.4pp |
| Employer contribution / active EE | $2,508 | $2,779-9.7% | $2,527-0.7% | $4,299-41.7% |
| Participant deferral / active EE | $3,415 | $4,352-21.5% | $4,023-15.1% | $6,507-47.5% |
| Admin fee / account holder | $4,920 | $6,386-23.0% | $6,127-19.7% | $12,624-61.0% |