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 | $66,518 | $127,065-47.7% | $113,168-41.2% | $142,382-53.3% |
| Participation rate | 85.0% | 79.2%+5.8pp | 76.6%+8.4pp | 80.1%+4.9pp |
| Annual return | 14.97% | 24.03%-9.1pp | 24.27%-9.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,506 | $3,442-27.2% | $2,975-15.8% | $4,299-41.7% |
| Participant deferral / active EE | $5,757 | $5,716+0.7% | $5,107+12.7% | $6,507-11.5% |
| Admin fee / account holder | $2,318 | $15,736-85.3% | $12,068-80.8% | $12,624-81.6% |