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 | $73,005 | $91,552-20.3% | $133,956-45.5% | $79,858-8.6% |
| Participation rate | 70.8% | 73.3%-2.5pp | 79.8%-9.0pp | 69.6%+1.2pp |
| Annual return | 17.42% | 61.85%-44.4pp | 45.09%-27.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $6,149 | $2,384+158.0% | $3,919+56.9% | $2,471+148.8% |
| Participant deferral / active EE | $2,007 | $3,733-46.2% | $5,048-60.2% | $3,740-46.3% |
| Admin fee / account holder | $6,872 | $6,321+8.7% | $8,927-23.0% | $5,306+29.5% |