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 | $56,484 | $98,750-42.8% | $149,696-62.3% | $79,858-29.3% |
| Participation rate | 72.5% | 75.8%-3.3pp | 82.5%-10.0pp | 69.6%+2.8pp |
| Annual return | 20.81% | 27.43%-6.6pp | 276.60%-255.8pp | 31.71%-10.9pp |
| Employer contribution / active EE | $700 | $3,216-78.2% | $4,644-84.9% | $2,471-71.7% |
| Participant deferral / active EE | $3,537 | $5,680-37.7% | $6,842-48.3% | $3,740-5.4% |
| Admin fee / account holder | $7,346 | $6,053+21.4% | $9,309-21.1% | $5,306+38.4% |