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 | $62,966 | $78,422-19.7% | $95,952-34.4% | $79,858-21.2% |
| Participation rate | 73.3% | 73.5%-0.2pp | 77.1%-3.7pp | 69.6%+3.7pp |
| Annual return | 12.30% | 19.37%-7.1pp | 91.61%-79.3pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,938 | $1,945-0.4% | $2,541-23.7% | $2,471-21.6% |
| Participant deferral / active EE | $3,229 | $3,440-6.1% | $4,167-22.5% | $3,740-13.7% |
| Admin fee / account holder | $2,932 | $5,622-47.9% | $6,795-56.9% | $5,306-44.8% |