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 | $59,939 | $78,422-23.6% | $95,952-37.5% | $79,858-24.9% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.0pp |
| Annual return | 17.19% | 19.37%-2.2pp | 91.61%-74.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $1,002 | $1,945-48.5% | $2,541-60.6% | $2,471-59.5% |
| Participant deferral / active EE | $6,857 | $3,440+99.4% | $4,167+64.6% | $3,740+83.4% |
| Admin fee / account holder | $1,676 | $5,622-70.2% | $6,795-75.3% | $5,306-68.4% |