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 | $65,453 | $85,022-23.0% | $70,515-7.2% | $139,434-53.1% |
| Participation rate | 73.7% | 73.9%-0.2pp | 68.3%+5.3pp | 80.3%-6.6pp |
| Annual return | 16.67% | 30.38%-13.7pp | 32.77%-16.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,844 | $3,909-52.8% | $2,973-38.0% | $4,751-61.2% |
| Participant deferral / active EE | $2,750 | $5,890-53.3% | $4,567-39.8% | $6,710-59.0% |
| Admin fee / account holder | $582 | $8,906-93.5% | $6,412-90.9% | $11,403-94.9% |