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 | $69,312 | $73,933-6.2% | $96,683-28.3% | $75,163-7.8% |
| Participation rate | 94.8% | 66.4%+28.4pp | 74.3%+20.5pp | 67.2%+27.6pp |
| Annual return | 15.89% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,027 | $2,928-30.8% | $3,737-45.8% | $2,670-24.1% |
| Participant deferral / active EE | $4,627 | $3,659+26.5% | $4,878-5.2% | $4,125+12.2% |
| Admin fee / account holder | $11,342 | $5,216+117.4% | $6,730+68.5% | $5,651+100.7% |