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 | $59,932 | $65,041-7.9% | $90,951-34.1% | $79,858-25.0% |
| Participation rate | 88.2% | 61.6%+26.6pp | 69.0%+19.2pp | 69.6%+18.6pp |
| Annual return | 18.75% | 30.45%-11.7pp | 134.60%-115.9pp | 31.71%-13.0pp |
| Employer contribution / active EE | $1,289 | $1,247+3.4% | $2,122-39.2% | $2,471-47.8% |
| Participant deferral / active EE | $4,418 | $2,512+75.9% | $3,373+31.0% | $3,740+18.1% |
| Admin fee / account holder | $4,084 | $4,536-10.0% | $5,959-31.5% | $5,306-23.0% |