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 | $65,243 | $92,222-29.3% | $76,768-15.0% | $135,375-51.8% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | 17.10% | 5.46%+11.6pp | 2.43%+14.7pp | 519.73%-502.6pp |
| Employer contribution / active EE | $1,097 | $3,216-65.9% | $2,485-55.9% | $4,779-77.0% |
| Participant deferral / active EE | $2,814 | $4,509-37.6% | $3,852-26.9% | $5,609-49.8% |
| Admin fee / account holder | $20,158 | $10,748+87.5% | $6,675+202.0% | $10,827+86.2% |