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 | $67,147 | $73,933-9.2% | $96,683-30.5% | $75,163-10.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 13.45% | 26.70%-13.3pp | 35.69%-22.2pp | 160.62%-147.2pp |
| Employer contribution / active EE | $6,541 | $2,928+123.4% | $3,737+75.0% | $2,670+145.0% |
| Participant deferral / active EE | $4,755 | $3,659+30.0% | $4,878-2.5% | $4,125+15.3% |
| Admin fee / account holder | $10,969 | $5,216+110.3% | $6,730+63.0% | $5,651+94.1% |