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 | $75,811 | $89,753-15.5% | $107,525-29.5% | $84,808-10.6% |
| Participation rate | 78.8% | 68.1%+10.7pp | 75.1%+3.7pp | 68.3%+10.5pp |
| Annual return | 15.38% | 29.48%-14.1pp | 181.32%-165.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $4,030 | $3,113+29.4% | $3,754+7.4% | $2,631+53.2% |
| Participant deferral / active EE | $6,721 | $4,056+65.7% | $5,116+31.4% | $4,212+59.6% |
| Admin fee / account holder | $21,949 | $7,222+203.9% | $8,919+146.1% | $7,344+198.9% |