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 | $70,051 | $91,190-23.2% | $178,490-60.8% | $79,858-12.3% |
| Participation rate | 76.9% | 69.2%+7.7pp | 81.9%-5.0pp | 69.6%+7.3pp |
| Annual return | 14.41% | 24.19%-9.8pp | 151.07%-136.7pp | 31.71%-17.3pp |
| Employer contribution / active EE | $1,446 | $3,256-55.6% | $5,011-71.1% | $2,471-41.5% |
| Participant deferral / active EE | $3,055 | $3,236-5.6% | $5,202-41.3% | $3,740-18.3% |
| Admin fee / account holder | $1,484 | $6,751-78.0% | $13,984-89.4% | $5,306-72.0% |