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 | $56,595 | $109,359-48.2% | $162,163-65.1% | $72,985-22.5% |
| Participation rate | 73.9% | 84.3%-10.3pp | 87.6%-13.6pp | 69.5%+4.4pp |
| Annual return | 25.07% | 25.46%-0.4pp | 115.59%-90.5pp | 81.00%-55.9pp |
| Employer contribution / active EE | $4,324 | $3,907+10.7% | $5,614-23.0% | $2,440+77.2% |
| Participant deferral / active EE | $10,866 | $5,481+98.2% | $7,298+48.9% | $3,607+201.2% |
| Admin fee / account holder | $6,492 | $7,972-18.6% | $10,843-40.1% | $5,124+26.7% |