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 | $54,646 | $84,233-35.1% | $170,442-67.9% | $70,131-22.1% |
| Participation rate | 71.1% | 70.8%+0.2pp | 83.6%-12.5pp | 69.5%+1.5pp |
| Annual return | 13.06% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $504 | $3,387-85.1% | $5,433-90.7% | $2,342-78.5% |
| Participant deferral / active EE | $4,645 | $3,086+50.5% | $4,939-6.0% | $3,332+39.4% |
| Admin fee / account holder | $10,907 | $5,698+91.4% | $13,880-21.4% | $4,645+134.8% |