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 | $66,782 | $98,750-32.4% | $149,696-55.4% | $79,858-16.4% |
| Participation rate | 72.8% | 75.8%-2.9pp | 82.5%-9.6pp | 69.6%+3.2pp |
| Annual return | 20.98% | 27.43%-6.4pp | 276.60%-255.6pp | 31.71%-10.7pp |
| Employer contribution / active EE | $2,311 | $3,216-28.2% | $4,644-50.2% | $2,471-6.5% |
| Participant deferral / active EE | $5,114 | $5,680-10.0% | $6,842-25.2% | $3,740+36.7% |
| Admin fee / account holder | $675 | $6,053-88.8% | $9,309-92.7% | $5,306-87.3% |