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 | $59,933 | $97,125-38.3% | $86,233-30.5% | $137,256-56.3% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.0%+18.5pp | 80.0%+7.5pp |
| Annual return | 13.87% | 74.19%-60.3pp | 61.39%-47.5pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,111 | $2,841-25.7% | $2,504-15.7% | $4,156-49.2% |
| Participant deferral / active EE | $4,241 | $5,180-18.1% | $4,559-7.0% | $6,407-33.8% |
| Admin fee / account holder | $412 | $9,725-95.8% | $8,342-95.1% | $12,270-96.6% |