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 | $62,713 | $228,332-72.5% | $185,823-66.3% | $158,922-60.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 13.58% | 40.80%-27.2pp | 35.95%-22.4pp | 302.83%-289.2pp |
| Employer contribution / active EE | $4,278 | $4,967-13.9% | $4,087+4.7% | $4,761-10.2% |
| Participant deferral / active EE | $2,881 | $6,415-55.1% | $5,632-48.8% | $5,982-51.8% |
| Admin fee / account holder | $1,084 | $11,864-90.9% | $9,500-88.6% | $11,246-90.4% |