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 | $48,819 | $176,377-72.3% | $134,143-63.6% | $158,922-69.3% |
| Participation rate | 76.9% | 78.7%-1.8pp | 72.2%+4.7pp | 82.0%-5.0pp |
| Annual return | 12.21% | 63.63%-51.4pp | 36.33%-24.1pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,898 | $5,040-42.5% | $3,704-21.8% | $4,761-39.1% |
| Participant deferral / active EE | $4,603 | $4,091+12.5% | $3,499+31.6% | $5,982-23.0% |
| Admin fee / account holder | $4,889 | $8,718-43.9% | $6,684-26.9% | $11,246-56.5% |