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 | $59,475 | $67,411-11.8% | $91,001-34.6% | $70,131-15.2% |
| Participation rate | 88.5% | 71.4%+17.1pp | 75.6%+12.9pp | 69.5%+18.9pp |
| Annual return | 13.45% | -40.16%+53.6pp | 4.60%+8.8pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,546 | $1,786-13.5% | $2,456-37.1% | $2,342-34.0% |
| Participant deferral / active EE | $3,091 | $2,823+9.5% | $3,547-12.9% | $3,332-7.2% |
| Admin fee / account holder | $4,558 | $4,236+7.6% | $5,417-15.9% | $4,645-1.9% |