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 | $67,413 | $72,277-6.7% | $101,248-33.4% | $79,858-15.6% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 14.91% | 22.30%-7.4pp | 46.47%-31.6pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,367 | $2,692-12.1% | $3,660-35.3% | $2,471-4.2% |
| Participant deferral / active EE | $5,749 | $3,282+75.2% | $4,370+31.6% | $3,740+53.7% |
| Admin fee / account holder | $21,679 | $4,400+392.7% | $5,945+264.6% | $5,306+308.6% |