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 | $65,048 | $111,754-41.8% | $103,333-37.1% | $145,922-55.4% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.03% | 24.77%-13.7pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $5,456 | $4,212+29.5% | $3,868+41.1% | $4,660+17.1% |
| Participant deferral / active EE | $7,110 | $5,619+26.6% | $5,057+40.6% | $6,688+6.3% |
| Admin fee / account holder | $10,020 | $9,750+2.8% | $8,355+19.9% | $13,397-25.2% |