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 | $71,585 | $124,425-42.5% | $112,040-36.1% | $137,256-47.8% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 19.93% | 24.72%-4.8pp | 24.52%-4.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $4,111 | $3,411+20.5% | $2,954+39.2% | $4,156-1.1% |
| Participant deferral / active EE | $10,223 | $5,718+78.8% | $5,098+100.5% | $6,407+59.6% |
| Admin fee / account holder | $9,187 | $15,207-39.6% | $12,098-24.1% | $12,270-25.1% |