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 | $64,278 | $80,968-20.6% | $96,544-33.4% | $75,163-14.5% |
| Participation rate | 75.0% | 71.8%+3.2pp | 76.0%-1.0pp | 67.2%+7.8pp |
| Annual return | 18.07% | 27.06%-9.0pp | 25.84%-7.8pp | 160.62%-142.5pp |
| Employer contribution / active EE | $3,110 | $2,282+36.3% | $2,965+4.9% | $2,670+16.5% |
| Participant deferral / active EE | $7,396 | $3,928+88.3% | $4,851+52.5% | $4,125+79.3% |
| Admin fee / account holder | $1,411 | $6,724-79.0% | $8,252-82.9% | $5,651-75.0% |