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 | $82,958 | $95,416-13.1% | $185,823-55.4% | $85,850-3.4% |
| Participation rate | 72.7% | 68.8%+4.0pp | 81.7%-9.0pp | 69.3%+3.4pp |
| Annual return | 13.75% | 23.59%-9.8pp | 122.05%-108.3pp | 318.53%-304.8pp |
| Employer contribution / active EE | $1,980 | $3,314-40.3% | $5,167-61.7% | $2,565-22.8% |
| Participant deferral / active EE | $4,273 | $3,423+24.8% | $5,568-23.3% | $3,952+8.1% |
| Admin fee / account holder | $575 | $7,213-92.0% | $16,237-96.5% | $6,260-90.8% |