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 | $68,370 | $86,286-20.8% | $111,297-38.6% | $85,850-20.4% |
| Participation rate | 78.6% | 73.3%+5.2pp | 77.3%+1.3pp | 69.3%+9.3pp |
| Annual return | 15.93% | 19.99%-4.1pp | 54.65%-38.7pp | 318.53%-302.6pp |
| Employer contribution / active EE | $4,764 | $2,043+133.2% | $2,731+74.4% | $2,565+85.7% |
| Participant deferral / active EE | $4,422 | $3,641+21.5% | $4,487-1.5% | $3,952+11.9% |
| Admin fee / account holder | $2,931 | $8,188-64.2% | $7,964-63.2% | $6,260-53.2% |