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 | $49,166 | $78,705-37.5% | $117,854-58.3% | $70,131-29.9% |
| Participation rate | 73.8% | 73.2%+0.6pp | 79.7%-5.9pp | 69.5%+4.2pp |
| Annual return | 16.56% | 23.30%-6.7pp | 335.08%-318.5pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,397 | $2,223-37.2% | $3,786-63.1% | $2,342-40.3% |
| Participant deferral / active EE | $3,195 | $3,297-3.1% | $4,482-28.7% | $3,332-4.1% |
| Admin fee / account holder | $5,885 | $5,065+16.2% | $8,020-26.6% | $4,645+26.7% |