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 | $67,830 | $227,553-70.2% | $189,557-64.2% | $167,490-59.5% |
| Participation rate | 88.2% | 82.5%+5.7pp | 78.4%+9.8pp | 82.1%+6.1pp |
| Annual return | 16.05% | 78.40%-62.3pp | 64.17%-48.1pp | 478.56%-462.5pp |
| Employer contribution / active EE | $1,521 | $5,316-71.4% | $4,412-65.5% | $4,837-68.6% |
| Participant deferral / active EE | $6,693 | $7,002-4.4% | $6,174+8.4% | $6,341+5.5% |
| Admin fee / account holder | $6,045 | $11,878-49.1% | $9,807-38.4% | $12,309-50.9% |