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 | $40,443 | $46,553-13.1% | $64,056-36.9% | $75,163-46.2% |
| Participation rate | 77.5% | 65.9%+11.6pp | 72.3%+5.2pp | 67.2%+10.3pp |
| Annual return | 11.63% | 26.03%-14.4pp | 33.69%-22.1pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,163 | $1,974-41.1% | $2,747-57.7% | $2,670-56.4% |
| Participant deferral / active EE | $1,849 | $2,837-34.8% | $3,880-52.3% | $4,125-55.2% |
| Admin fee / account holder | $722 | $2,952-75.5% | $3,068-76.5% | $5,651-87.2% |