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 3-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 | $65,926 | $127,065-48.1% | $113,168-41.7% | $142,382-53.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 27.86% | 24.03%+3.8pp | 24.27%+3.6pp | 217.08%-189.2pp |
| Employer contribution / active EE | $8,256 | $3,442+139.8% | $2,975+177.5% | $4,299+92.0% |
| Participant deferral / active EE | $12,342 | $5,716+115.9% | $5,107+141.7% | $6,507+89.7% |
| Admin fee / account holder | $7,643 | $15,736-51.4% | $12,068-36.7% | $12,624-39.5% |