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 | $55,826 | $64,839-13.9% | $95,585-41.6% | $84,808-34.2% |
| Participation rate | 71.4% | 63.8%+7.6pp | 72.1%-0.6pp | 68.3%+3.1pp |
| Annual return | 22.87% | -670.96%+693.8pp | 38.56%-15.7pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,666 | $1,759-5.3% | $2,527-34.1% | $2,631-36.7% |
| Participant deferral / active EE | $5,536 | $2,965+86.7% | $4,023+37.6% | $4,212+31.4% |
| Admin fee / account holder | $5,189 | $5,964-13.0% | $6,127-15.3% | $7,344-29.3% |