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 | $40,856 | $106,515-61.6% | $96,683-57.7% | $139,434-70.7% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.61% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,670 | $4,103-59.3% | $3,737-55.3% | $4,751-64.8% |
| Participant deferral / active EE | $5,870 | $5,454+7.6% | $4,878+20.3% | $6,710-12.5% |
| Admin fee / account holder | $647 | $7,877-91.8% | $6,730-90.4% | $11,403-94.3% |