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 | $45,001 | $113,339-60.3% | $94,993-52.6% | $147,584-69.5% |
| Participation rate | 75.0% | 78.0%-3.0pp | 73.9%+1.1pp | 82.8%-7.8pp |
| Annual return | 9.17% | 20.77%-11.6pp | 27.12%-18.0pp | 578.55%-569.4pp |
| Employer contribution / active EE | $1,407 | $3,160-55.5% | $2,603-46.0% | $4,876-71.1% |
| Participant deferral / active EE | $1,654 | $3,777-56.2% | $3,317-50.1% | $5,439-69.6% |
| Admin fee / account holder | $567 | $6,063-90.6% | $4,960-88.6% | $10,885-94.8% |