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 | $49,303 | $113,339-56.5% | $94,993-48.1% | $147,584-66.6% |
| Participation rate | 81.8% | 78.0%+3.8pp | 73.9%+7.9pp | 82.8%-1.0pp |
| Annual return | 15.31% | 20.77%-5.5pp | 27.12%-11.8pp | 578.55%-563.2pp |
| Employer contribution / active EE | $2,298 | $3,160-27.3% | $2,603-11.7% | $4,876-52.9% |
| Participant deferral / active EE | $5,187 | $3,777+37.3% | $3,317+56.4% | $5,439-4.6% |
| Admin fee / account holder | $7,476 | $6,063+23.3% | $4,960+50.7% | $10,885-31.3% |