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 | $52,128 | $89,355-41.7% | $141,162-63.1% | $72,985-28.6% |
| Participation rate | 74.5% | 75.1%-0.6pp | 82.5%-8.0pp | 69.5%+5.0pp |
| Annual return | 22.77% | 111.85%-89.1pp | 71.39%-48.6pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,143 | $3,114-31.2% | $4,735-54.8% | $2,440-12.2% |
| Participant deferral / active EE | $6,084 | $5,418+12.3% | $6,709-9.3% | $3,607+68.7% |
| Admin fee / account holder | $4,626 | $5,958-22.4% | $10,261-54.9% | $5,124-9.7% |