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 | $24,818 | $89,355-72.2% | $141,162-82.4% | $72,985-66.0% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 27.46% | 111.85%-84.4pp | 71.39%-43.9pp | 81.00%-53.5pp |
| Employer contribution / active EE | $1,849 | $3,114-40.6% | $4,735-61.0% | $2,440-24.2% |
| Participant deferral / active EE | $4,611 | $5,418-14.9% | $6,709-31.3% | $3,607+27.8% |
| Admin fee / account holder | $4,629 | $5,958-22.3% | $10,261-54.9% | $5,124-9.7% |