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 | $58,056 | $56,053+3.6% | $75,972-23.6% | $80,856-28.2% |
| Participation rate | 75.7% | 62.0%+13.6pp | 69.1%+6.6pp | 67.6%+8.0pp |
| Annual return | 10.63% | 20.53%-9.9pp | 359.55%-348.9pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,027 | $1,874+8.2% | $2,685-24.5% | $2,755-26.4% |
| Participant deferral / active EE | $3,008 | $3,052-1.4% | $4,255-29.3% | $4,296-30.0% |
| Admin fee / account holder | $6,890 | $5,234+31.6% | $6,467+6.5% | $6,918-0.4% |