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 | $73,864 | $89,355-17.3% | $141,162-47.7% | $72,985+1.2% |
| Participation rate | 71.7% | 75.1%-3.4pp | 82.5%-10.7pp | 69.5%+2.3pp |
| Annual return | 21.41% | 111.85%-90.4pp | 71.39%-50.0pp | 81.00%-59.6pp |
| Employer contribution / active EE | $678 | $3,114-78.2% | $4,735-85.7% | $2,440-72.2% |
| Participant deferral / active EE | $3,659 | $5,418-32.5% | $6,709-45.5% | $3,607+1.4% |
| Admin fee / account holder | $3,761 | $5,958-36.9% | $10,261-63.3% | $5,124-26.6% |