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 | $67,984 | $100,901-32.6% | $75,670-10.2% | $147,584-53.9% |
| Participation rate | 77.8% | 77.1%+0.6pp | 72.3%+5.4pp | 82.8%-5.1pp |
| Annual return | 16.97% | 35.78%-18.8pp | 27.34%-10.4pp | 578.55%-561.6pp |
| Employer contribution / active EE | $2,146 | $3,253-34.1% | $2,352-8.8% | $4,876-56.0% |
| Participant deferral / active EE | $5,816 | $4,027+44.4% | $3,142+85.1% | $5,439+6.9% |
| Admin fee / account holder | $3,706 | $11,285-67.2% | $5,800-36.1% | $10,885-66.0% |