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 | $69,600 | $109,881-36.7% | $150,045-53.6% | $84,808-17.9% |
| Participation rate | 75.5% | 76.1%-0.6pp | 82.3%-6.8pp | 68.3%+7.2pp |
| Annual return | 15.43% | 28.25%-12.8pp | 62.55%-47.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,232 | $3,561-65.4% | $4,693-73.8% | $2,631-53.2% |
| Participant deferral / active EE | $4,403 | $6,636-33.7% | $7,997-44.9% | $4,212+4.5% |
| Admin fee / account holder | $9,304 | $8,568+8.6% | $13,435-30.7% | $7,344+26.7% |