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 | $58,622 | $109,881-46.6% | $150,045-60.9% | $84,808-30.9% |
| Participation rate | 75.6% | 76.1%-0.5pp | 82.3%-6.8pp | 68.3%+7.2pp |
| Annual return | 19.02% | 28.25%-9.2pp | 62.55%-43.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,156 | $3,561-67.5% | $4,693-75.4% | $2,631-56.0% |
| Participant deferral / active EE | $8,990 | $6,636+35.5% | $7,997+12.4% | $4,212+113.5% |
| Admin fee / account holder | $7,255 | $8,568-15.3% | $13,435-46.0% | $7,344-1.2% |