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 | $50,616 | $70,428-28.1% | $96,562-47.6% | $85,850-41.0% |
| Participation rate | 73.8% | 61.8%+12.0pp | 69.8%+4.0pp | 69.3%+4.5pp |
| Annual return | 18.99% | 18.59%+0.4pp | 37.78%-18.8pp | 318.53%-299.5pp |
| Employer contribution / active EE | $572 | $1,413-59.5% | $2,356-75.7% | $2,565-77.7% |
| Participant deferral / active EE | $4,329 | $2,894+49.6% | $3,849+12.5% | $3,952+9.5% |
| Admin fee / account holder | $1,387 | $4,997-72.3% | $6,181-77.6% | $6,260-77.9% |