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 | $57,061 | $76,552-25.5% | $123,892-53.9% | $62,891-9.3% |
| Participation rate | 75.8% | 73.0%+2.8pp | 81.4%-5.7pp | 69.3%+6.5pp |
| Annual return | 8.13% | 18.68%-10.5pp | 47.52%-39.4pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,650 | $2,883-42.8% | $4,617-64.3% | $2,281-27.7% |
| Participant deferral / active EE | $3,623 | $4,840-25.1% | $5,984-39.5% | $3,203+13.1% |
| Admin fee / account holder | $729 | $4,826-84.9% | $8,357-91.3% | $4,296-83.0% |