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 | $71,570 | $81,208-11.9% | $98,907-27.6% | $79,858-10.4% |
| Participation rate | 85.0% | 72.5%+12.5pp | 76.0%+9.0pp | 69.6%+15.4pp |
| Annual return | 17.00% | 60.99%-44.0pp | 196.43%-179.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $1,720 | $1,960-12.2% | $2,689-36.0% | $2,471-30.4% |
| Participant deferral / active EE | $6,539 | $3,265+100.3% | $4,244+54.1% | $3,740+74.8% |
| Admin fee / account holder | $5,074 | $6,013-15.6% | $6,642-23.6% | $5,306-4.4% |