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 | $41,600 | $104,251-60.1% | $91,001-54.3% | $147,584-71.8% |
| Participation rate | 72.2% | 78.2%-6.0pp | 75.6%-3.4pp | 82.8%-10.6pp |
| Annual return | 22.22% | 27.06%-4.8pp | 4.60%+17.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $1,903 | $3,116-38.9% | $2,456-22.5% | $4,876-61.0% |
| Participant deferral / active EE | $4,449 | $4,195+6.1% | $3,547+25.4% | $5,439-18.2% |
| Admin fee / account holder | $477 | $8,948-94.7% | $5,417-91.2% | $10,885-95.6% |