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 | $60,767 | $85,202-28.7% | $172,739-64.8% | $72,985-16.7% |
| Participation rate | 70.0% | 70.1%-0.1pp | 82.6%-12.6pp | 69.5%+0.5pp |
| Annual return | 16.40% | 27.32%-10.9pp | 802.84%-786.4pp | 81.00%-64.6pp |
| Employer contribution / active EE | $1,314 | $3,324-60.5% | $5,143-74.5% | $2,440-46.2% |
| Participant deferral / active EE | $2,467 | $3,260-24.3% | $5,198-52.5% | $3,607-31.6% |
| Admin fee / account holder | $2,716 | $5,884-53.8% | $13,954-80.5% | $5,124-47.0% |