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 | $30,718 | $93,571-67.2% | $135,903-77.4% | $75,163-59.1% |
| Participation rate | 72.2% | 75.2%-3.0pp | 81.9%-9.7pp | 67.2%+5.0pp |
| Annual return | 27.93% | 30.90%-3.0pp | 68.23%-40.3pp | 160.62%-132.7pp |
| Employer contribution / active EE | $2,158 | $3,537-39.0% | $4,856-55.6% | $2,670-19.2% |
| Participant deferral / active EE | $8,595 | $6,404+34.2% | $7,758+10.8% | $4,125+108.4% |
| Admin fee / account holder | $1,194 | $6,975-82.9% | $10,762-88.9% | $5,651-78.9% |