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 | $48,175 | $117,983-59.2% | $101,794-52.7% | $142,382-66.2% |
| Participation rate | 73.9% | 74.2%-0.3pp | 69.2%+4.7pp | 80.1%-6.2pp |
| Annual return | 14.16% | 36.92%-22.8pp | 30.53%-16.4pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,596 | $2,773-42.4% | $2,289-30.3% | $4,299-62.9% |
| Participant deferral / active EE | $2,532 | $4,714-46.3% | $4,084-38.0% | $6,507-61.1% |
| Admin fee / account holder | $1,625 | $10,433-84.4% | $8,777-81.5% | $12,624-87.1% |