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 | $58,152 | $83,337-30.2% | $67,834-14.3% | $273,961-78.8% |
| Participation rate | 77.8% | 76.4%+1.3pp | 68.8%+9.0pp | 83.0%-5.2pp |
| Annual return | 6.21% | 259.45%-253.2pp | 138.47%-132.3pp | 41.45%-35.2pp |
| Employer contribution / active EE | $2,791 | $3,287-15.1% | $2,403+16.1% | $4,869-42.7% |
| Participant deferral / active EE | $6,993 | $4,088+71.1% | $3,160+121.3% | $5,287+32.3% |
| Admin fee / account holder | $1,141 | $6,752-83.1% | $4,622-75.3% | $10,132-88.7% |