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 | $79,370 | $86,286-8.0% | $111,297-28.7% | $85,850-7.5% |
| Participation rate | 80.9% | 73.3%+7.5pp | 77.3%+3.5pp | 69.3%+11.5pp |
| Annual return | 12.11% | 19.99%-7.9pp | 54.65%-42.5pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,872 | $2,043+40.6% | $2,731+5.2% | $2,565+12.0% |
| Participant deferral / active EE | $6,463 | $3,641+77.5% | $4,487+44.0% | $3,952+63.5% |
| Admin fee / account holder | $2,034 | $8,188-75.2% | $7,964-74.5% | $6,260-67.5% |