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 | $29,159 | $85,766-66.0% | $136,294-78.6% | $70,131-58.4% |
| Participation rate | 73.3% | 74.2%-0.8pp | 81.9%-8.6pp | 69.5%+3.8pp |
| Annual return | 19.04% | 31.45%-12.4pp | 5155.94%-5136.9pp | 73.14%-54.1pp |
| Employer contribution / active EE | $2,692 | $2,966-9.2% | $4,695-42.7% | $2,342+14.9% |
| Participant deferral / active EE | $5,363 | $5,051+6.2% | $6,247-14.2% | $3,332+61.0% |
| Admin fee / account holder | $1,270 | $5,420-76.6% | $9,243-86.3% | $4,645-72.7% |