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 | $65,948 | $228,332-71.1% | $185,823-64.5% | $158,922-58.5% |
| Participation rate | 81.8% | 82.3%-0.5pp | 78.0%+3.8pp | 82.0%-0.1pp |
| Annual return | 12.68% | 40.80%-28.1pp | 35.95%-23.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,742 | $4,967-64.9% | $4,087-57.4% | $4,761-63.4% |
| Participant deferral / active EE | $4,922 | $6,415-23.3% | $5,632-12.6% | $5,982-17.7% |
| Admin fee / account holder | $600 | $11,864-94.9% | $9,500-93.7% | $11,246-94.7% |