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 | $40,449 | $98,240-58.8% | $82,313-50.9% | $147,584-72.6% |
| Participation rate | 71.4% | 79.7%-8.3pp | 76.9%-5.5pp | 82.8%-11.4pp |
| Annual return | 14.55% | 30.85%-16.3pp | 25.88%-11.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $2,257 | $3,192-29.3% | $2,428-7.1% | $4,876-53.7% |
| Participant deferral / active EE | $6,516 | $4,383+48.7% | $3,706+75.8% | $5,439+19.8% |
| Admin fee / account holder | $4,555 | $8,563-46.8% | $5,608-18.8% | $10,885-58.2% |