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 | $60,024 | $97,125-38.2% | $86,233-30.4% | $137,256-56.3% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 13.44% | 74.19%-60.7pp | 61.39%-47.9pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,885 | $2,841-33.7% | $2,504-24.7% | $4,156-54.7% |
| Participant deferral / active EE | $4,138 | $5,180-20.1% | $4,559-9.2% | $6,407-35.4% |
| Admin fee / account holder | $3,125 | $9,725-67.9% | $8,342-62.5% | $12,270-74.5% |