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 | $55,740 | $123,793-55.0% | $177,821-68.7% | $79,858-30.2% |
| Participation rate | 84.4% | 84.7%-0.3pp | 87.7%-3.3pp | 69.6%+14.7pp |
| Annual return | 15.50% | 22.82%-7.3pp | 48.32%-32.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $3,019 | $4,095-26.3% | $5,918-49.0% | $2,471+22.2% |
| Participant deferral / active EE | $5,356 | $5,956-10.1% | $7,714-30.6% | $3,740+43.2% |
| Admin fee / account holder | $2,020 | $7,243-72.1% | $12,427-83.7% | $5,306-61.9% |