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 | $50,989 | $48,230+5.7% | $67,502-24.5% | $80,856-36.9% |
| Participation rate | 72.2% | 66.4%+5.8pp | 72.9%-0.7pp | 67.6%+4.5pp |
| Annual return | 14.40% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $965 | $2,020-52.2% | $2,731-64.7% | $2,755-65.0% |
| Participant deferral / active EE | $2,301 | $2,924-21.3% | $4,000-42.5% | $4,296-46.4% |
| Admin fee / account holder | $6,059 | $3,681+64.6% | $3,998+51.6% | $6,918-12.4% |