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 | $64,439 | $107,934-40.3% | $91,989-29.9% | $152,861-57.8% |
| Participation rate | 81.3% | 81.2%+0.1pp | 78.6%+2.6pp | 82.4%-1.2pp |
| Annual return | 24.70% | 89.24%-64.5pp | 69.02%-44.3pp | 345.32%-320.6pp |
| Employer contribution / active EE | $2,085 | $4,210-50.5% | $3,452-39.6% | $4,762-56.2% |
| Participant deferral / active EE | $3,916 | $6,364-38.5% | $5,923-33.9% | $5,850-33.1% |
| Admin fee / account holder | $3,082 | $10,520-70.7% | $7,743-60.2% | $11,596-73.4% |