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 | $55,052 | $197,591-72.1% | $177,821-69.0% | $158,922-65.4% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.7%-16.3pp | 82.0%-10.5pp |
| Annual return | 24.11% | 58.76%-34.6pp | 48.32%-24.2pp | 302.83%-278.7pp |
| Employer contribution / active EE | $2,012 | $6,697-70.0% | $5,918-66.0% | $4,761-57.7% |
| Participant deferral / active EE | $6,462 | $8,405-23.1% | $7,714-16.2% | $5,982+8.0% |
| Admin fee / account holder | $10,656 | $15,399-30.8% | $12,427-14.3% | $11,246-5.2% |