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 | $71,693 | $89,355-19.8% | $141,162-49.2% | $72,985-1.8% |
| Participation rate | 87.0% | 75.1%+11.8pp | 82.5%+4.5pp | 69.5%+17.5pp |
| Annual return | 23.92% | 111.85%-87.9pp | 71.39%-47.5pp | 81.00%-57.1pp |
| Employer contribution / active EE | $2,731 | $3,114-12.3% | $4,735-42.3% | $2,440+11.9% |
| Participant deferral / active EE | $5,508 | $5,418+1.7% | $6,709-17.9% | $3,607+52.7% |
| Admin fee / account holder | $1,477 | $5,958-75.2% | $10,261-85.6% | $5,124-71.2% |