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 | $48,999 | $127,777-61.7% | $106,548-54.0% | $167,490-70.7% |
| Participation rate | 77.8% | 78.3%-0.5pp | 76.1%+1.6pp | 82.1%-4.3pp |
| Annual return | 18.68% | 33.87%-15.2pp | 26.80%-8.1pp | 478.56%-459.9pp |
| Employer contribution / active EE | $4,177 | $3,427+21.9% | $2,819+48.2% | $4,837-13.7% |
| Participant deferral / active EE | $9,924 | $5,087+95.1% | $4,398+125.6% | $6,341+56.5% |
| Admin fee / account holder | $8,348 | $11,228-25.6% | $7,407+12.7% | $12,309-32.2% |