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 | $73,088 | $95,561-23.5% | $77,163-5.3% | $139,434-47.6% |
| Participation rate | 78.9% | 73.9%+5.0pp | 69.6%+9.4pp | 80.3%-1.4pp |
| Annual return | 15.37% | 54.92%-39.5pp | 37.87%-22.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,647 | $3,147-15.9% | $2,535+4.4% | $4,751-44.3% |
| Participant deferral / active EE | $3,574 | $4,624-22.7% | $3,833-6.8% | $6,710-46.7% |
| Admin fee / account holder | $2,031 | $8,295-75.5% | $5,472-62.9% | $11,403-82.2% |