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 | $67,215 | $71,050-5.4% | $93,606-28.2% | $80,856-16.9% |
| Participation rate | 87.9% | 60.4%+27.5pp | 68.7%+19.2pp | 67.6%+20.3pp |
| Annual return | 17.80% | 11.26%+6.5pp | 133.20%-115.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $3,207 | $1,564+105.1% | $2,420+32.5% | $2,755+16.4% |
| Participant deferral / active EE | $4,155 | $4,034+3.0% | $4,411-5.8% | $4,296-3.3% |
| Admin fee / account holder | $1,026 | $6,945-85.2% | $8,285-87.6% | $6,918-85.2% |