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 | $61,523 | $63,355-2.9% | $91,989-33.1% | $72,985-15.7% |
| Participation rate | 82.8% | 72.5%+10.2pp | 78.6%+4.1pp | 69.5%+13.3pp |
| Annual return | 23.69% | 35.35%-11.7pp | 69.02%-45.3pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,420 | $2,116-32.9% | $3,452-58.9% | $2,440-41.8% |
| Participant deferral / active EE | $3,625 | $4,883-25.8% | $5,923-38.8% | $3,607+0.5% |
| Admin fee / account holder | $12,076 | $4,668+158.7% | $7,743+56.0% | $5,124+135.7% |