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 | $63,531 | $94,625-32.9% | $116,228-45.3% | $84,808-25.1% |
| Participation rate | 70.3% | 70.4%-0.2pp | 74.6%-4.3pp | 68.3%+2.0pp |
| Annual return | 20.09% | 20.40%-0.3pp | 90.06%-70.0pp | 40.90%-20.8pp |
| Employer contribution / active EE | $785 | $2,347-66.6% | $2,994-73.8% | $2,631-70.2% |
| Participant deferral / active EE | $2,475 | $3,972-37.7% | $4,953-50.0% | $4,212-41.2% |
| Admin fee / account holder | $2,527 | $10,091-75.0% | $11,989-78.9% | $7,344-65.6% |