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 | $69,693 | $86,286-19.2% | $111,297-37.4% | $85,850-18.8% |
| Participation rate | 81.8% | 73.3%+8.5pp | 77.3%+4.5pp | 69.3%+12.5pp |
| Annual return | 12.40% | 19.99%-7.6pp | 54.65%-42.2pp | 318.53%-306.1pp |
| Employer contribution / active EE | $3,320 | $2,043+62.5% | $2,731+21.6% | $2,565+29.4% |
| Participant deferral / active EE | $12,016 | $3,641+230.1% | $4,487+167.8% | $3,952+204.1% |
| Admin fee / account holder | $6,523 | $8,188-20.3% | $7,964-18.1% | $6,260+4.2% |