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 | $65,780 | $84,233-21.9% | $170,442-61.4% | $70,131-6.2% |
| Participation rate | 70.0% | 70.8%-0.8pp | 83.6%-13.6pp | 69.5%+0.5pp |
| Annual return | 17.87% | 23.06%-5.2pp | 205.93%-188.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $1,348 | $3,387-60.2% | $5,433-75.2% | $2,342-42.4% |
| Participant deferral / active EE | $2,867 | $3,086-7.1% | $4,939-42.0% | $3,332-14.0% |
| Admin fee / account holder | $426 | $5,698-92.5% | $13,880-96.9% | $4,645-90.8% |