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 | $38,481 | $125,758-69.4% | $169,993-77.4% | $75,163-48.8% |
| Participation rate | 72.4% | 83.6%-11.2pp | 87.0%-14.6pp | 67.2%+5.2pp |
| Annual return | 22.43% | 27.20%-4.8pp | 53.37%-30.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $1,839 | $4,615-60.2% | $6,785-72.9% | $2,670-31.1% |
| Participant deferral / active EE | $5,475 | $6,837-19.9% | $10,408-47.4% | $4,125+32.7% |
| Admin fee / account holder | $1,784 | $8,173-78.2% | $12,815-86.1% | $5,651-68.4% |