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 | $52,739 | $157,256-66.5% | $141,162-62.6% | $152,861-65.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 24.37% | 64.32%-40.0pp | 71.39%-47.0pp | 345.32%-321.0pp |
| Employer contribution / active EE | $2,053 | $5,261-61.0% | $4,735-56.6% | $4,762-56.9% |
| Participant deferral / active EE | $15,379 | $7,109+116.3% | $6,709+129.2% | $5,850+162.9% |
| Admin fee / account holder | $1,970 | $12,120-83.7% | $10,261-80.8% | $11,596-83.0% |