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 | $76,988 | $99,652-22.7% | $78,778-2.3% | $147,584-47.8% |
| Participation rate | 77.8% | 76.2%+1.5pp | 69.2%+8.6pp | 82.8%-5.1pp |
| Annual return | 19.75% | 47.28%-27.5pp | 35.62%-15.9pp | 578.55%-558.8pp |
| Employer contribution / active EE | $1,676 | $2,796-40.0% | $1,986-15.6% | $4,876-65.6% |
| Participant deferral / active EE | $4,514 | $3,664+23.2% | $2,958+52.6% | $5,439-17.0% |
| Admin fee / account holder | $7,908 | $7,155+10.5% | $5,134+54.0% | $10,885-27.3% |