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 | $61,692 | $88,672-30.4% | $105,223-41.4% | $82,448-25.2% |
| Participation rate | 70.2% | 67.9%+2.3pp | 75.0%-4.9pp | 68.1%+2.1pp |
| Annual return | 16.48% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,548 | $3,048-16.4% | $3,689-30.9% | $2,551-0.1% |
| Participant deferral / active EE | $3,932 | $4,036-2.6% | $5,072-22.5% | $4,139-5.0% |
| Admin fee / account holder | $6,006 | $7,146-16.0% | $8,859-32.2% | $7,234-17.0% |