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 | $34,373 | $95,416-64.0% | $185,823-81.5% | $85,850-60.0% |
| Participation rate | 76.7% | 68.8%+8.0pp | 81.7%-5.0pp | 69.3%+7.4pp |
| Annual return | 17.76% | 23.59%-5.8pp | 122.05%-104.3pp | 318.53%-300.8pp |
| Employer contribution / active EE | $2,369 | $3,314-28.5% | $5,167-54.2% | $2,565-7.6% |
| Participant deferral / active EE | $3,838 | $3,423+12.1% | $5,568-31.1% | $3,952-2.9% |
| Admin fee / account holder | $1,830 | $7,213-74.6% | $16,237-88.7% | $6,260-70.8% |