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 | $48,361 | $100,773-52.0% | $88,946-45.6% | $142,382-66.0% |
| Participation rate | 92.9% | 74.3%+18.6pp | 68.8%+24.0pp | 80.1%+12.7pp |
| Annual return | 16.32% | 70.18%-53.9pp | 57.82%-41.5pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,739 | $2,918-40.4% | $2,555-32.0% | $4,299-59.6% |
| Participant deferral / active EE | $5,061 | $5,230-3.2% | $4,581+10.5% | $6,507-22.2% |
| Admin fee / account holder | $9,504 | $9,693-1.9% | $8,261+15.0% | $12,624-24.7% |