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 | $49,910 | $84,233-40.7% | $170,442-70.7% | $70,131-28.8% |
| Participation rate | 83.3% | 70.8%+12.5pp | 83.6%-0.3pp | 69.5%+13.8pp |
| Annual return | 20.46% | 23.06%-2.6pp | 205.93%-185.5pp | 73.14%-52.7pp |
| Employer contribution / active EE | $1,720 | $3,387-49.2% | $5,433-68.3% | $2,342-26.6% |
| Participant deferral / active EE | $3,291 | $3,086+6.6% | $4,939-33.4% | $3,332-1.2% |
| Admin fee / account holder | $2,478 | $5,698-56.5% | $13,880-82.1% | $4,645-46.6% |