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 | $23,092 | $135,952-83.0% | $123,892-81.4% | $273,961-91.6% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | 15.55% | 56.63%-41.1pp | 47.52%-32.0pp | 41.45%-25.9pp |
| Employer contribution / active EE | $2,437 | $5,170-52.9% | $4,617-47.2% | $4,869-50.0% |
| Participant deferral / active EE | $5,994 | $6,343-5.5% | $5,984+0.2% | $5,287+13.4% |
| Admin fee / account holder | $1,594 | $9,817-83.8% | $8,357-80.9% | $10,132-84.3% |