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 | $50,805 | $84,696-40.0% | $75,696-32.9% | $167,490-69.7% |
| Participation rate | 78.9% | 77.8%+1.1pp | 74.8%+4.1pp | 82.1%-3.2pp |
| Annual return | 16.08% | 199.36%-183.3pp | 104.53%-88.5pp | 478.56%-462.5pp |
| Employer contribution / active EE | $3,476 | $3,230+7.6% | $2,743+26.7% | $4,837-28.1% |
| Participant deferral / active EE | $6,813 | $4,580+48.8% | $3,821+78.3% | $6,341+7.4% |
| Admin fee / account holder | $2,666 | $5,355-50.2% | $3,619-26.3% | $12,309-78.3% |