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 | $68,401 | $117,983-42.0% | $101,794-32.8% | $142,382-52.0% |
| Participation rate | 76.2% | 74.2%+2.0pp | 69.2%+7.0pp | 80.1%-3.9pp |
| Annual return | 18.62% | 36.92%-18.3pp | 30.53%-11.9pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,858 | $2,773+3.1% | $2,289+24.9% | $4,299-33.5% |
| Participant deferral / active EE | $4,420 | $4,714-6.2% | $4,084+8.2% | $6,507-32.1% |
| Admin fee / account holder | $4,284 | $10,433-58.9% | $8,777-51.2% | $12,624-66.1% |