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 | $54,521 | $84,233-35.3% | $170,442-68.0% | $70,131-22.3% |
| Participation rate | 92.3% | 70.8%+21.5pp | 83.6%+8.7pp | 69.5%+22.8pp |
| Annual return | 14.21% | 23.06%-8.9pp | 205.93%-191.7pp | 73.14%-58.9pp |
| Employer contribution / active EE | $2,044 | $3,387-39.6% | $5,433-62.4% | $2,342-12.7% |
| Participant deferral / active EE | $3,869 | $3,086+25.4% | $4,939-21.7% | $3,332+16.1% |
| Admin fee / account holder | $773 | $5,698-86.4% | $13,880-94.4% | $4,645-83.4% |