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 | $76,296 | $90,674-15.9% | $96,707-21.1% | $82,448-7.5% |
| Participation rate | 77.1% | 75.9%+1.2pp | 80.4%-3.2pp | 68.1%+9.1pp |
| Annual return | 15.28% | 49.05%-33.8pp | 34.78%-19.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,059 | $3,975+2.1% | $4,191-3.1% | $2,551+59.1% |
| Participant deferral / active EE | $8,697 | $5,696+52.7% | $5,997+45.0% | $4,139+110.1% |
| Admin fee / account holder | $11,086 | $7,568+46.5% | $7,503+47.8% | $7,234+53.2% |