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 | $27,585 | $65,365-57.8% | $92,893-70.3% | $72,985-62.2% |
| Participation rate | 75.5% | 68.3%+7.2pp | 76.0%-0.5pp | 69.5%+6.0pp |
| Annual return | 17.54% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $2,338 | $2,594-9.9% | $3,653-36.0% | $2,440-4.2% |
| Participant deferral / active EE | $1,578 | $3,128-49.5% | $4,236-62.7% | $3,607-56.2% |
| Admin fee / account holder | $3,499 | $4,251-17.7% | $5,794-39.6% | $5,124-31.7% |