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 | $66,093 | $69,515-4.9% | $86,874-23.9% | $85,850-23.0% |
| Participation rate | 72.9% | 66.3%+6.5pp | 71.6%+1.2pp | 69.3%+3.5pp |
| Annual return | 12.10% | 20.12%-8.0pp | 63.52%-51.4pp | 318.53%-306.4pp |
| Employer contribution / active EE | $2,034 | $1,880+8.2% | $2,495-18.5% | $2,565-20.7% |
| Participant deferral / active EE | $3,573 | $2,919+22.4% | $3,699-3.4% | $3,952-9.6% |
| Admin fee / account holder | $9,459 | $5,972+58.4% | $5,828+62.3% | $6,260+51.1% |