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 | $56,463 | $65,395-13.7% | $182,532-69.1% | $72,985-22.6% |
| Participation rate | 73.5% | 65.4%+8.0pp | 78.0%-4.5pp | 69.5%+4.0pp |
| Annual return | 18.32% | 27.68%-9.4pp | 148.54%-130.2pp | 81.00%-62.7pp |
| Employer contribution / active EE | $746 | $1,911-61.0% | $4,076-81.7% | $2,440-69.4% |
| Participant deferral / active EE | $4,427 | $3,563+24.2% | $5,524-19.9% | $3,607+22.7% |
| Admin fee / account holder | $2,718 | $4,245-36.0% | $8,592-68.4% | $5,124-47.0% |