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 | $54,083 | $99,341-45.6% | $84,750-36.2% | $273,961-80.3% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.71% | 22.93%-15.2pp | 22.78%-15.1pp | 41.45%-33.7pp |
| Employer contribution / active EE | $2,699 | $4,214-35.9% | $3,574-24.5% | $4,869-44.6% |
| Participant deferral / active EE | $11,971 | $4,269+180.4% | $3,712+222.5% | $5,287+126.4% |
| Admin fee / account holder | $441 | $6,644-93.4% | $5,332-91.7% | $10,132-95.6% |