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 | $54,576 | $63,346-13.8% | $92,233-40.8% | $70,131-22.2% |
| Participation rate | 72.9% | 68.7%+4.2pp | 76.5%-3.6pp | 69.5%+3.4pp |
| Annual return | 15.74% | 530.12%-514.4pp | 176.28%-160.5pp | 73.14%-57.4pp |
| Employer contribution / active EE | $2,051 | $2,471-17.0% | $3,679-44.3% | $2,342-12.5% |
| Participant deferral / active EE | $3,749 | $2,854+31.4% | $3,897-3.8% | $3,332+12.5% |
| Admin fee / account holder | $1,625 | $3,840-57.7% | $5,194-68.7% | $4,645-65.0% |