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 | $75,760 | $116,175-34.8% | $93,606-19.1% | $152,861-50.4% |
| Participation rate | 77.8% | 78.0%-0.3pp | 75.8%+1.9pp | 82.4%-4.7pp |
| Annual return | 19.40% | 35.96%-16.6pp | 32.76%-13.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $975 | $3,218-69.7% | $2,718-64.1% | $4,762-79.5% |
| Participant deferral / active EE | $2,039 | $4,603-55.7% | $4,069-49.9% | $5,850-65.1% |
| Admin fee / account holder | $1,888 | $10,748-82.4% | $7,888-76.1% | $11,596-83.7% |