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 | $54,773 | $70,428-22.2% | $96,562-43.3% | $85,850-36.2% |
| Participation rate | 74.7% | 61.8%+12.9pp | 69.8%+4.9pp | 69.3%+5.4pp |
| Annual return | 11.96% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,420 | $1,413+0.5% | $2,356-39.7% | $2,565-44.6% |
| Participant deferral / active EE | $3,866 | $2,894+33.6% | $3,849+0.4% | $3,952-2.2% |
| Admin fee / account holder | $5,567 | $4,997+11.4% | $6,181-9.9% | $6,260-11.1% |