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 | $73,170 | $76,000-3.7% | $154,107-52.5% | $64,186+14.0% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.7pp | 69.6%+0.8pp |
| Annual return | 13.65% | 30.32%-16.7pp | 735.12%-721.5pp | 7.63%+6.0pp |
| Employer contribution / active EE | $2,533 | $3,351-24.4% | $5,298-52.2% | $2,381+6.4% |
| Participant deferral / active EE | $2,980 | $3,175-6.1% | $5,081-41.3% | $3,470-14.1% |
| Admin fee / account holder | $1,174 | $5,596-79.0% | $13,411-91.2% | $4,888-76.0% |