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 | $77,989 | $104,974-25.7% | $95,585-18.4% | $142,382-45.2% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 11.66% | 210.33%-198.7pp | 38.56%-26.9pp | 217.08%-205.4pp |
| Employer contribution / active EE | $3,063 | $2,779+10.2% | $2,527+21.2% | $4,299-28.7% |
| Participant deferral / active EE | $6,949 | $4,352+59.7% | $4,023+72.8% | $6,507+6.8% |
| Admin fee / account holder | $3,981 | $6,386-37.7% | $6,127-35.0% | $12,624-68.5% |