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 | $66,207 | $87,733-24.5% | $106,548-37.9% | $85,850-22.9% |
| Participation rate | 73.2% | 71.9%+1.2pp | 76.1%-3.0pp | 69.3%+3.9pp |
| Annual return | 18.94% | 21.86%-2.9pp | 26.80%-7.9pp | 318.53%-299.6pp |
| Employer contribution / active EE | $1,257 | $2,073-39.4% | $2,819-55.4% | $2,565-51.0% |
| Participant deferral / active EE | $2,669 | $3,469-23.1% | $4,398-39.3% | $3,952-32.5% |
| Admin fee / account holder | $700 | $6,767-89.7% | $7,407-90.6% | $6,260-88.8% |