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 | $48,719 | $108,172-55.0% | $77,482-37.1% | $158,922-69.3% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 12.73% | 31.67%-18.9pp | 54.79%-42.1pp | 302.83%-290.1pp |
| Employer contribution / active EE | $951 | $1,325-28.2% | $986-3.6% | $4,761-80.0% |
| Participant deferral / active EE | $4,506 | $2,456+83.5% | $1,861+142.1% | $5,982-24.7% |
| Admin fee / account holder | $967 | $3,708-73.9% | $2,858-66.2% | $11,246-91.4% |