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 5-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 | $31,526 | $99,877-68.4% | $84,966-62.9% | $145,922-78.4% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.5pp |
| Annual return | 12.62% | 83.76%-71.1pp | 66.38%-53.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $1,651 | $3,231-48.9% | $2,727-39.4% | $4,660-64.6% |
| Participant deferral / active EE | $3,398 | $5,291-35.8% | $4,519-24.8% | $6,688-49.2% |
| Admin fee / account holder | $690 | $7,248-90.5% | $6,149-88.8% | $13,397-94.9% |