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 | $45,657 | $91,190-49.9% | $178,490-74.4% | $79,858-42.8% |
| Participation rate | 85.7% | 69.2%+16.5pp | 81.9%+3.8pp | 69.6%+16.1pp |
| Annual return | 22.86% | 24.19%-1.3pp | 151.07%-128.2pp | 31.71%-8.9pp |
| Employer contribution / active EE | $2,571 | $3,256-21.0% | $5,011-48.7% | $2,471+4.1% |
| Participant deferral / active EE | $3,920 | $3,236+21.1% | $5,202-24.6% | $3,740+4.8% |
| Admin fee / account holder | $1,298 | $6,751-80.8% | $13,984-90.7% | $5,306-75.5% |