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 | $51,076 | $93,571-45.4% | $135,903-62.4% | $75,163-32.0% |
| Participation rate | 72.3% | 75.2%-2.8pp | 81.9%-9.6pp | 67.2%+5.1pp |
| Annual return | 23.28% | 30.90%-7.6pp | 68.23%-45.0pp | 160.62%-137.3pp |
| Employer contribution / active EE | $1,747 | $3,537-50.6% | $4,856-64.0% | $2,670-34.6% |
| Participant deferral / active EE | $8,706 | $6,404+35.9% | $7,758+12.2% | $4,125+111.0% |
| Admin fee / account holder | $1,630 | $6,975-76.6% | $10,762-84.9% | $5,651-71.2% |