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 | $55,468 | $77,899-28.8% | $149,673-62.9% | $75,163-26.2% |
| Participation rate | 75.8% | 65.6%+10.2pp | 78.8%-3.0pp | 67.2%+8.6pp |
| Annual return | 14.20% | 31.72%-17.5pp | 134.42%-120.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $2,279 | $3,137-27.4% | $4,818-52.7% | $2,670-14.6% |
| Participant deferral / active EE | $4,717 | $3,411+38.3% | $5,680-17.0% | $4,125+14.3% |
| Admin fee / account holder | $1,289 | $5,956-78.4% | $13,210-90.2% | $5,651-77.2% |