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 | $43,188 | $162,781-73.5% | $133,956-67.8% | $158,922-72.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 13.63% | 41.94%-28.3pp | 45.09%-31.5pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,969 | $4,975-20.2% | $3,919+1.3% | $4,761-16.6% |
| Participant deferral / active EE | $7,495 | $5,911+26.8% | $5,048+48.5% | $5,982+25.3% |
| Admin fee / account holder | $12,129 | $11,736+3.3% | $8,927+35.9% | $11,246+7.9% |