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 | $41,788 | $98,750-57.7% | $149,696-72.1% | $79,858-47.7% |
| Participation rate | 71.8% | 75.8%-4.0pp | 82.5%-10.7pp | 69.6%+2.1pp |
| Annual return | 20.56% | 27.43%-6.9pp | 276.60%-256.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,834 | $3,216-11.9% | $4,644-39.0% | $2,471+14.7% |
| Participant deferral / active EE | $5,798 | $5,680+2.1% | $6,842-15.2% | $3,740+55.0% |
| Admin fee / account holder | $7,630 | $6,053+26.1% | $9,309-18.0% | $5,306+43.8% |