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 | $73,167 | $80,968-9.6% | $96,544-24.2% | $75,163-2.7% |
| Participation rate | 71.2% | 71.8%-0.6pp | 76.0%-4.8pp | 67.2%+4.0pp |
| Annual return | 17.12% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.5pp |
| Employer contribution / active EE | $1,104 | $2,282-51.6% | $2,965-62.8% | $2,670-58.6% |
| Participant deferral / active EE | $2,735 | $3,928-30.4% | $4,851-43.6% | $4,125-33.7% |
| Admin fee / account holder | $1,157 | $6,724-82.8% | $8,252-86.0% | $5,651-79.5% |