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 | $78,314 | $87,733-10.7% | $106,548-26.5% | $85,850-8.8% |
| Participation rate | 74.7% | 71.9%+2.8pp | 76.1%-1.4pp | 69.3%+5.4pp |
| Annual return | 14.66% | 21.86%-7.2pp | 26.80%-12.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,029 | $2,073-2.1% | $2,819-28.0% | $2,565-20.9% |
| Participant deferral / active EE | $5,561 | $3,469+60.3% | $4,398+26.4% | $3,952+40.7% |
| Admin fee / account holder | $3,242 | $6,767-52.1% | $7,407-56.2% | $6,260-48.2% |