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 | $61,291 | $88,707-30.9% | $74,183-17.4% | $273,961-77.6% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 12.75% | 11.94%+0.8pp | 17.74%-5.0pp | 41.45%-28.7pp |
| Employer contribution / active EE | $1,130 | $3,159-64.2% | $2,370-52.3% | $4,869-76.8% |
| Participant deferral / active EE | $4,241 | $4,212+0.7% | $3,550+19.5% | $5,287-19.8% |
| Admin fee / account holder | $6,665 | $8,717-23.5% | $5,586+19.3% | $10,132-34.2% |