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 | $58,300 | $84,233-30.8% | $170,442-65.8% | $70,131-16.9% |
| Participation rate | 75.8% | 70.8%+4.9pp | 83.6%-7.8pp | 69.5%+6.2pp |
| Annual return | 19.48% | 23.06%-3.6pp | 205.93%-186.5pp | 73.14%-53.7pp |
| Employer contribution / active EE | $2,090 | $3,387-38.3% | $5,433-61.5% | $2,342-10.8% |
| Participant deferral / active EE | $4,707 | $3,086+52.5% | $4,939-4.7% | $3,332+41.3% |
| Admin fee / account holder | $2,068 | $5,698-63.7% | $13,880-85.1% | $4,645-55.5% |