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 | $67,032 | $125,758-46.7% | $169,993-60.6% | $75,163-10.8% |
| Participation rate | 73.7% | 83.6%-9.9pp | 87.0%-13.3pp | 67.2%+6.5pp |
| Annual return | 32.76% | 27.20%+5.6pp | 53.37%-20.6pp | 160.62%-127.9pp |
| Employer contribution / active EE | $9,274 | $4,615+101.0% | $6,785+36.7% | $2,670+247.4% |
| Participant deferral / active EE | $12,720 | $6,837+86.0% | $10,408+22.2% | $4,125+208.4% |
| Admin fee / account holder | $3,353 | $8,173-59.0% | $12,815-73.8% | $5,651-40.7% |