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 | $27,933 | $98,750-71.7% | $149,696-81.3% | $79,858-65.0% |
| Participation rate | 71.9% | 75.8%-3.9pp | 82.5%-10.6pp | 69.6%+2.2pp |
| Annual return | 25.85% | 27.43%-1.6pp | 276.60%-250.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $2,460 | $3,216-23.5% | $4,644-47.0% | $2,471-0.4% |
| Participant deferral / active EE | $5,556 | $5,680-2.2% | $6,842-18.8% | $3,740+48.6% |
| Admin fee / account holder | $1,316 | $6,053-78.3% | $9,309-85.9% | $5,306-75.2% |