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 | $117,983-41.5% | $101,794-32.1% | $142,382-51.5% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 13.89% | 36.92%-23.0pp | 30.53%-16.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,810 | $2,773-34.7% | $2,289-20.9% | $4,299-57.9% |
| Participant deferral / active EE | $4,624 | $4,714-1.9% | $4,084+13.2% | $6,507-28.9% |
| Admin fee / account holder | $3,135 | $10,433-70.0% | $8,777-64.3% | $12,624-75.2% |