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 | $41,995 | $112,881-62.8% | $90,951-53.8% | $158,922-73.6% |
| Participation rate | 76.9% | 74.7%+2.2pp | 69.0%+7.9pp | 82.0%-5.0pp |
| Annual return | 18.50% | 215.79%-197.3pp | 134.60%-116.1pp | 302.83%-284.3pp |
| Employer contribution / active EE | $1,506 | $2,893-48.0% | $2,122-29.0% | $4,761-68.4% |
| Participant deferral / active EE | $3,589 | $4,128-13.0% | $3,373+6.4% | $5,982-40.0% |
| Admin fee / account holder | $2,419 | $8,041-69.9% | $5,959-59.4% | $11,246-78.5% |