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 | $53,426 | $104,974-49.1% | $95,585-44.1% | $142,382-62.5% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 17.14% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,211 | $2,779-20.4% | $2,527-12.5% | $4,299-48.6% |
| Participant deferral / active EE | $5,064 | $4,352+16.4% | $4,023+25.9% | $6,507-22.2% |
| Admin fee / account holder | $1,467 | $6,386-77.0% | $6,127-76.1% | $12,624-88.4% |