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 | $44,621 | $113,339-60.6% | $94,993-53.0% | $147,584-69.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 19.28% | 20.77%-1.5pp | 27.12%-7.8pp | 578.55%-559.3pp |
| Employer contribution / active EE | $855 | $3,160-73.0% | $2,603-67.2% | $4,876-82.5% |
| Participant deferral / active EE | $3,873 | $3,777+2.5% | $3,317+16.7% | $5,439-28.8% |
| Admin fee / account holder | $1,688 | $6,063-72.2% | $4,960-66.0% | $10,885-84.5% |