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 | $29,421 | $112,881-73.9% | $90,951-67.7% | $158,922-81.5% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 15.70% | 215.79%-200.1pp | 134.60%-118.9pp | 302.83%-287.1pp |
| Employer contribution / active EE | $2,003 | $2,893-30.8% | $2,122-5.6% | $4,761-57.9% |
| Participant deferral / active EE | $3,437 | $4,128-16.7% | $3,373+1.9% | $5,982-42.6% |
| Admin fee / account holder | $5,978 | $8,041-25.7% | $5,959+0.3% | $11,246-46.8% |