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 | $73,491 | $91,552-19.7% | $133,956-45.1% | $79,858-8.0% |
| Participation rate | 73.1% | 73.3%-0.3pp | 79.8%-6.8pp | 69.6%+3.4pp |
| Annual return | 20.19% | 61.85%-41.7pp | 45.09%-24.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $1,097 | $2,384-54.0% | $3,919-72.0% | $2,471-55.6% |
| Participant deferral / active EE | $3,642 | $3,733-2.5% | $5,048-27.9% | $3,740-2.6% |
| Admin fee / account holder | $3,171 | $6,321-49.8% | $8,927-64.5% | $5,306-40.2% |