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 | $30,503 | $91,037-66.5% | $71,671-57.4% | $147,584-79.3% |
| Participation rate | 78.6% | 76.1%+2.4pp | 68.7%+9.8pp | 82.8%-4.3pp |
| Annual return | 17.45% | 20.48%-3.0pp | 20.65%-3.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,808 | $3,327-45.6% | $2,460-26.5% | $4,876-62.9% |
| Participant deferral / active EE | $5,804 | $4,498+29.0% | $3,438+68.8% | $5,439+6.7% |
| Admin fee / account holder | $484 | $8,613-94.4% | $5,558-91.3% | $10,885-95.6% |