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 | $74,715 | $125,758-40.6% | $169,993-56.0% | $75,163-0.6% |
| Participation rate | 87.8% | 83.6%+4.2pp | 87.0%+0.8pp | 67.2%+20.6pp |
| Annual return | 22.68% | 27.20%-4.5pp | 53.37%-30.7pp | 160.62%-137.9pp |
| Employer contribution / active EE | $1,765 | $4,615-61.8% | $6,785-74.0% | $2,670-33.9% |
| Participant deferral / active EE | $4,447 | $6,837-35.0% | $10,408-57.3% | $4,125+7.8% |
| Admin fee / account holder | $9,453 | $8,173+15.7% | $12,815-26.2% | $5,651+67.3% |