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 | $56,358 | $92,222-38.9% | $76,768-26.6% | $135,375-58.4% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | 19.24% | 5.46%+13.8pp | 2.43%+16.8pp | 519.73%-500.5pp |
| Employer contribution / active EE | $1,982 | $3,216-38.4% | $2,485-20.3% | $4,779-58.5% |
| Participant deferral / active EE | $2,785 | $4,509-38.2% | $3,852-27.7% | $5,609-50.4% |
| Admin fee / account holder | $1,767 | $10,748-83.6% | $6,675-73.5% | $10,827-83.7% |