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 5-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 | $35,620 | $111,754-68.1% | $103,333-65.5% | $145,922-75.6% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.93% | 24.77%-11.8pp | 24.88%-12.0pp | 561.29%-548.4pp |
| Employer contribution / active EE | $2,321 | $4,212-44.9% | $3,868-40.0% | $4,660-50.2% |
| Participant deferral / active EE | $6,202 | $5,619+10.4% | $5,057+22.6% | $6,688-7.3% |
| Admin fee / account holder | $2,370 | $9,750-75.7% | $8,355-71.6% | $13,397-82.3% |