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 3-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 | $46,815 | $89,753-47.8% | $107,525-56.5% | $84,808-44.8% |
| Participation rate | 72.5% | 68.1%+4.4pp | 75.1%-2.6pp | 68.3%+4.2pp |
| Annual return | 19.93% | 29.48%-9.6pp | 181.32%-161.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,657 | $3,113-46.8% | $3,754-55.9% | $2,631-37.0% |
| Participant deferral / active EE | $3,412 | $4,056-15.9% | $5,116-33.3% | $4,212-19.0% |
| Admin fee / account holder | $572 | $7,222-92.1% | $8,919-93.6% | $7,344-92.2% |