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 5-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 | $31,229 | $111,754-72.1% | $103,333-69.8% | $145,922-78.6% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 15.52% | 24.77%-9.2pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,590 | $4,212-62.3% | $3,868-58.9% | $4,660-65.9% |
| Participant deferral / active EE | $6,559 | $5,619+16.7% | $5,057+29.7% | $6,688-1.9% |
| Admin fee / account holder | $2,399 | $9,750-75.4% | $8,355-71.3% | $13,397-82.1% |