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 | $55,841 | $99,652-44.0% | $78,778-29.1% | $147,584-62.2% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 16.03% | 47.28%-31.3pp | 35.62%-19.6pp | 578.55%-562.5pp |
| Employer contribution / active EE | $851 | $2,796-69.6% | $1,986-57.1% | $4,876-82.5% |
| Participant deferral / active EE | $1,714 | $3,664-53.2% | $2,958-42.1% | $5,439-68.5% |
| Admin fee / account holder | $609 | $7,155-91.5% | $5,134-88.1% | $10,885-94.4% |