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 | $69,077 | $112,729-38.7% | $98,716-30.0% | $137,256-49.7% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | 13.89% | 38.48%-24.6pp | 31.81%-17.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,810 | $2,725-33.6% | $2,279-20.6% | $4,156-56.4% |
| Participant deferral / active EE | $4,624 | $4,640-0.3% | $4,048+14.2% | $6,407-27.8% |
| Admin fee / account holder | $3,135 | $10,129-69.0% | $8,703-64.0% | $12,270-74.5% |