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 | $50,974 | $58,512-12.9% | $84,015-39.3% | $72,985-30.2% |
| Participation rate | 78.6% | 61.2%+17.3pp | 69.0%+9.6pp | 69.5%+9.1pp |
| Annual return | 18.88% | 28.93%-10.1pp | 71.31%-52.4pp | 81.00%-62.1pp |
| Employer contribution / active EE | $801 | $1,163-31.1% | $1,983-59.6% | $2,440-67.2% |
| Participant deferral / active EE | $2,201 | $2,394-8.0% | $3,239-32.0% | $3,607-39.0% |
| Admin fee / account holder | $22,362 | $4,569+389.4% | $6,101+266.5% | $5,124+336.4% |