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 | $54,166 | $93,571-42.1% | $135,903-60.1% | $75,163-27.9% |
| Participation rate | 78.5% | 75.2%+3.3pp | 81.9%-3.4pp | 67.2%+11.3pp |
| Annual return | 20.80% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $2,690 | $3,537-24.0% | $4,856-44.6% | $2,670+0.7% |
| Participant deferral / active EE | $5,786 | $6,404-9.7% | $7,758-25.4% | $4,125+40.3% |
| Admin fee / account holder | $10,871 | $6,975+55.8% | $10,762+1.0% | $5,651+92.4% |