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 | $45,424 | $105,859-57.1% | $90,160-49.6% | $147,584-69.2% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 13.22% | 37.63%-24.4pp | 34.88%-21.7pp | 578.55%-565.3pp |
| Employer contribution / active EE | $1,056 | $4,126-74.4% | $3,318-68.2% | $4,876-78.4% |
| Participant deferral / active EE | $5,016 | $5,733-12.5% | $5,288-5.1% | $5,439-7.8% |
| Admin fee / account holder | $6,807 | $8,046-15.4% | $5,943+14.5% | $10,885-37.5% |