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 | $68,550 | $84,233-18.6% | $170,442-59.8% | $70,131-2.3% |
| Participation rate | 72.8% | 70.8%+2.0pp | 83.6%-10.8pp | 69.5%+3.3pp |
| Annual return | 19.39% | 23.06%-3.7pp | 205.93%-186.5pp | 73.14%-53.8pp |
| Employer contribution / active EE | $1,479 | $3,387-56.3% | $5,433-72.8% | $2,342-36.8% |
| Participant deferral / active EE | $2,321 | $3,086-24.8% | $4,939-53.0% | $3,332-30.3% |
| Admin fee / account holder | $8,493 | $5,698+49.1% | $13,880-38.8% | $4,645+82.8% |