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 5-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 | $61,764 | $56,053+10.2% | $75,972-18.7% | $80,856-23.6% |
| Participation rate | 80.0% | 62.0%+18.0pp | 69.1%+10.9pp | 67.6%+12.4pp |
| Annual return | 16.24% | 20.53%-4.3pp | 359.55%-343.3pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,669 | $1,874+42.4% | $2,685-0.6% | $2,755-3.1% |
| Participant deferral / active EE | $7,615 | $3,052+149.5% | $4,255+79.0% | $4,296+77.3% |
| Admin fee / account holder | $5,938 | $5,234+13.5% | $6,467-8.2% | $6,918-14.2% |