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 | $72,290 | $163,101-55.7% | $136,749-47.1% | $142,382-49.2% |
| Participation rate | 85.7% | 78.2%+7.5pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 15.60% | 27.54%-11.9pp | 24.33%-8.7pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,672 | $4,117-35.1% | $3,400-21.4% | $4,299-37.8% |
| Participant deferral / active EE | $5,733 | $5,585+2.6% | $4,692+22.2% | $6,507-11.9% |
| Admin fee / account holder | $1,367 | $14,318-90.5% | $11,386-88.0% | $12,624-89.2% |