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 | $58,967 | $103,376-43.0% | $87,100-32.3% | $152,861-61.4% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 27.65% | 28.10%-0.4pp | 28.19%-0.5pp | 345.32%-317.7pp |
| Employer contribution / active EE | $2,748 | $3,220-14.7% | $2,521+9.0% | $4,762-42.3% |
| Participant deferral / active EE | $5,896 | $4,778+23.4% | $4,049+45.6% | $5,850+0.8% |
| Admin fee / account holder | $2,353 | $12,205-80.7% | $7,497-68.6% | $11,596-79.7% |