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 | $64,964 | $85,022-23.6% | $70,515-7.9% | $139,434-53.4% |
| Participation rate | 75.0% | 73.9%+1.1pp | 68.3%+6.7pp | 80.3%-5.3pp |
| Annual return | 15.63% | 30.38%-14.7pp | 32.77%-17.1pp | 372.94%-357.3pp |
| Employer contribution / active EE | $1,659 | $3,909-57.5% | $2,973-44.2% | $4,751-65.1% |
| Participant deferral / active EE | $5,389 | $5,890-8.5% | $4,567+18.0% | $6,710-19.7% |
| Admin fee / account holder | $4,699 | $8,906-47.2% | $6,412-26.7% | $11,403-58.8% |