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 | $59,320 | $96,965-38.8% | $97,995-39.5% | $147,584-59.8% |
| Participation rate | 87.5% | 83.6%+3.9pp | 82.4%+5.1pp | 82.8%+4.7pp |
| Annual return | 15.79% | 24.11%-8.3pp | 23.94%-8.1pp | 578.55%-562.8pp |
| Employer contribution / active EE | $3,387 | $4,536-25.3% | $4,158-18.6% | $4,876-30.5% |
| Participant deferral / active EE | $6,001 | $5,081+18.1% | $5,097+17.7% | $5,439+10.3% |
| Admin fee / account holder | $8,049 | $8,120-0.9% | $5,943+35.4% | $10,885-26.1% |