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 | $54,676 | $95,416-42.7% | $185,823-70.6% | $85,850-36.3% |
| Participation rate | 76.7% | 68.8%+7.9pp | 81.7%-5.0pp | 69.3%+7.4pp |
| Annual return | 26.94% | 23.59%+3.4pp | 122.05%-95.1pp | 318.53%-291.6pp |
| Employer contribution / active EE | $669 | $3,314-79.8% | $5,167-87.0% | $2,565-73.9% |
| Participant deferral / active EE | $1,515 | $3,423-55.7% | $5,568-72.8% | $3,952-61.7% |
| Admin fee / account holder | $9,459 | $7,213+31.1% | $16,237-41.7% | $6,260+51.1% |