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 | $68,775 | $85,022-19.1% | $70,515-2.5% | $139,434-50.7% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 14.27% | 30.38%-16.1pp | 32.77%-18.5pp | 372.94%-358.7pp |
| Employer contribution / active EE | $2,840 | $3,909-27.4% | $2,973-4.5% | $4,751-40.2% |
| Participant deferral / active EE | $1,731 | $5,890-70.6% | $4,567-62.1% | $6,710-74.2% |
| Admin fee / account holder | $2,235 | $8,906-74.9% | $6,412-65.2% | $11,403-80.4% |