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 | $54,907 | $56,053-2.0% | $75,972-27.7% | $80,856-32.1% |
| Participation rate | 77.5% | 62.0%+15.5pp | 69.1%+8.4pp | 67.6%+9.9pp |
| Annual return | 10.93% | 20.53%-9.6pp | 359.55%-348.6pp | 35.59%-24.7pp |
| Employer contribution / active EE | $1,615 | $1,874-13.8% | $2,685-39.9% | $2,755-41.4% |
| Participant deferral / active EE | $4,669 | $3,052+53.0% | $4,255+9.7% | $4,296+8.7% |
| Admin fee / account holder | $3,513 | $5,234-32.9% | $6,467-45.7% | $6,918-49.2% |