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 | $72,459 | $152,587-52.5% | $125,175-42.1% | $152,861-52.6% |
| Participation rate | 81.3% | 83.3%-2.1pp | 79.8%+1.5pp | 82.4%-1.2pp |
| Annual return | 16.70% | 54.84%-38.1pp | 43.79%-27.1pp | 345.32%-328.6pp |
| Employer contribution / active EE | $5,186 | $4,946+4.8% | $3,865+34.2% | $4,762+8.9% |
| Participant deferral / active EE | $5,186 | $5,868-11.6% | $4,937+5.1% | $5,850-11.4% |
| Admin fee / account holder | $16,515 | $13,434+22.9% | $9,702+70.2% | $11,596+42.4% |