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 4-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 | $60,552 | $97,125-37.7% | $86,233-29.8% | $137,256-55.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 19.41% | 74.19%-54.8pp | 61.39%-42.0pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,757 | $2,841-38.2% | $2,504-29.9% | $4,156-57.7% |
| Participant deferral / active EE | $2,410 | $5,180-53.5% | $4,559-47.1% | $6,407-62.4% |
| Admin fee / account holder | $1,068 | $9,725-89.0% | $8,342-87.2% | $12,270-91.3% |