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 | $73,011 | $85,766-14.9% | $136,294-46.4% | $70,131+4.1% |
| Participation rate | 85.2% | 74.2%+11.0pp | 81.9%+3.3pp | 69.5%+15.6pp |
| Annual return | 15.70% | 31.45%-15.8pp | 5155.94%-5140.2pp | 73.14%-57.4pp |
| Employer contribution / active EE | $3,202 | $2,966+7.9% | $4,695-31.8% | $2,342+36.7% |
| Participant deferral / active EE | $8,397 | $5,051+66.2% | $6,247+34.4% | $3,332+152.0% |
| Admin fee / account holder | $9,827 | $5,420+81.3% | $9,243+6.3% | $4,645+111.5% |