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 | $59,572 | $74,888-20.5% | $71,209-16.3% | $142,382-58.2% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.1%-1.0pp |
| Annual return | 15.41% | 345.14%-329.7pp | 282.51%-267.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $943 | $2,854-67.0% | $2,721-65.3% | $4,299-78.1% |
| Participant deferral / active EE | $4,150 | $4,454-6.8% | $4,175-0.6% | $6,507-36.2% |
| Admin fee / account holder | $1,776 | $5,568-68.1% | $5,349-66.8% | $12,624-85.9% |