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 | $72,181 | $80,717-10.6% | $154,803-53.4% | $84,808-14.9% |
| Participation rate | 80.0% | 66.8%+13.2pp | 78.1%+1.9pp | 68.3%+11.7pp |
| Annual return | 17.15% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $1,942 | $2,761-29.7% | $4,305-54.9% | $2,631-26.2% |
| Participant deferral / active EE | $6,315 | $3,303+91.2% | $5,540+14.0% | $4,212+49.9% |
| Admin fee / account holder | $571 | $6,746-91.5% | $14,329-96.0% | $7,344-92.2% |