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 | $55,452 | $84,233-34.2% | $170,442-67.5% | $70,131-20.9% |
| Participation rate | 74.4% | 70.8%+3.6pp | 83.6%-9.2pp | 69.5%+4.9pp |
| Annual return | 16.12% | 23.06%-6.9pp | 205.93%-189.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $854 | $3,387-74.8% | $5,433-84.3% | $2,342-63.6% |
| Participant deferral / active EE | $3,059 | $3,086-0.9% | $4,939-38.1% | $3,332-8.2% |
| Admin fee / account holder | $7,149 | $5,698+25.5% | $13,880-48.5% | $4,645+53.9% |