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 | $53,687 | $111,814-52.0% | $93,654-42.7% | $145,959-63.2% |
| Participation rate | 70.0% | 74.2%-4.2pp | 68.7%+1.3pp | 80.3%-10.3pp |
| Annual return | 12.53% | 203.30%-190.8pp | 133.34%-120.8pp | 561.95%-549.4pp |
| Employer contribution / active EE | $567 | $3,092-81.6% | $2,421-76.6% | $4,661-87.8% |
| Participant deferral / active EE | $2,964 | $4,914-39.7% | $4,413-32.8% | $6,689-55.7% |
| Admin fee / account holder | $4,283 | $10,246-58.2% | $8,282-48.3% | $13,398-68.0% |