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 | $73,440 | $89,355-17.8% | $141,162-48.0% | $72,985+0.6% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 20.63% | 111.85%-91.2pp | 71.39%-50.8pp | 81.00%-60.4pp |
| Employer contribution / active EE | $1,135 | $3,114-63.6% | $4,735-76.0% | $2,440-53.5% |
| Participant deferral / active EE | $5,358 | $5,418-1.1% | $6,709-20.1% | $3,607+48.5% |
| Admin fee / account holder | $6,857 | $5,958+15.1% | $10,261-33.2% | $5,124+33.8% |