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 | $66,055 | $81,208-18.7% | $98,907-33.2% | $79,858-17.3% |
| Participation rate | 72.8% | 72.5%+0.3pp | 76.0%-3.2pp | 69.6%+3.2pp |
| Annual return | 15.50% | 60.99%-45.5pp | 196.43%-180.9pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,565 | $1,960+30.9% | $2,689-4.6% | $2,471+3.8% |
| Participant deferral / active EE | $3,156 | $3,265-3.3% | $4,244-25.6% | $3,740-15.6% |
| Admin fee / account holder | $2,763 | $6,013-54.0% | $6,642-58.4% | $5,306-47.9% |