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 | $35,155 | $49,227-28.6% | $70,449-50.1% | $79,858-56.0% |
| Participation rate | 70.0% | 69.2%+0.8pp | 75.1%-5.1pp | 69.6%+0.4pp |
| Annual return | 16.74% | 30.06%-13.3pp | 109.03%-92.3pp | 31.71%-15.0pp |
| Employer contribution / active EE | $942 | $2,099-55.1% | $2,737-65.6% | $2,471-61.9% |
| Participant deferral / active EE | $2,769 | $2,7680% | $3,709-25.3% | $3,740-26.0% |
| Admin fee / account holder | $4,987 | $2,878+73.3% | $3,845+29.7% | $5,306-6.0% |