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 | $79,552 | $85,202-6.6% | $172,739-53.9% | $72,985+9.0% |
| Participation rate | 70.8% | 70.1%+0.8pp | 82.6%-11.8pp | 69.5%+1.3pp |
| Annual return | 18.85% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.1pp |
| Employer contribution / active EE | $1,388 | $3,324-58.2% | $5,143-73.0% | $2,440-43.1% |
| Participant deferral / active EE | $2,437 | $3,260-25.3% | $5,198-53.1% | $3,607-32.5% |
| Admin fee / account holder | $7,809 | $5,884+32.7% | $13,954-44.0% | $5,124+52.4% |