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 | $52,222 | $117,841-55.7% | $102,423-49.0% | $145,922-64.2% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 10.40% | 31.65%-21.2pp | 29.32%-18.9pp | 561.29%-550.9pp |
| Employer contribution / active EE | $1,892 | $3,615-47.6% | $3,023-37.4% | $4,660-59.4% |
| Participant deferral / active EE | $5,430 | $5,731-5.2% | $5,053+7.5% | $6,688-18.8% |
| Admin fee / account holder | $1,090 | $13,326-91.8% | $9,451-88.5% | $13,397-91.9% |