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 | $63,464 | $91,552-30.7% | $133,956-52.6% | $79,858-20.5% |
| Participation rate | 72.9% | 73.3%-0.4pp | 79.8%-6.9pp | 69.6%+3.3pp |
| Annual return | 17.99% | 61.85%-43.9pp | 45.09%-27.1pp | 31.71%-13.7pp |
| Employer contribution / active EE | $1,388 | $2,384-41.7% | $3,919-64.6% | $2,471-43.8% |
| Participant deferral / active EE | $2,598 | $3,733-30.4% | $5,048-48.5% | $3,740-30.5% |
| Admin fee / account holder | $1,904 | $6,321-69.9% | $8,927-78.7% | $5,306-64.1% |