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 | $71,181 | $56,060+27.0% | $76,002-6.3% | $80,874-12.0% |
| Participation rate | 83.9% | 62.0%+21.9pp | 69.1%+14.8pp | 67.6%+16.3pp |
| Annual return | 13.89% | 20.54%-6.7pp | 360.07%-346.2pp | 35.62%-21.7pp |
| Employer contribution / active EE | $1,518 | $1,873-19.0% | $2,688-43.5% | $2,756-44.9% |
| Participant deferral / active EE | $2,976 | $3,051-2.5% | $4,257-30.1% | $4,297-30.8% |
| Admin fee / account holder | $3,630 | $5,237-30.7% | $6,414-43.4% | $6,935-47.7% |