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 | $33,521 | $93,571-64.2% | $135,903-75.3% | $75,163-55.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 81.9%-6.9pp | 67.2%+7.8pp |
| Annual return | 21.67% | 30.90%-9.2pp | 68.23%-46.6pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,221 | $3,537-37.2% | $4,856-54.3% | $2,670-16.8% |
| Participant deferral / active EE | $5,098 | $6,404-20.4% | $7,758-34.3% | $4,125+23.6% |
| Admin fee / account holder | $1,601 | $6,975-77.0% | $10,762-85.1% | $5,651-71.7% |