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 | $50,711 | $80,717-37.2% | $154,803-67.2% | $84,808-40.2% |
| Participation rate | 74.1% | 66.8%+7.3pp | 78.1%-4.0pp | 68.3%+5.8pp |
| Annual return | 28.35% | 37.96%-9.6pp | 58.88%-30.5pp | 40.90%-12.6pp |
| Employer contribution / active EE | $2,315 | $2,761-16.2% | $4,305-46.2% | $2,631-12.0% |
| Participant deferral / active EE | $3,737 | $3,303+13.1% | $5,540-32.5% | $4,212-11.3% |
| Admin fee / account holder | $957 | $6,746-85.8% | $14,329-93.3% | $7,344-87.0% |