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 | $47,988 | $185,822-74.2% | $169,993-71.8% | $139,434-65.6% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 21.22% | 60.50%-39.3pp | 53.37%-32.2pp | 372.94%-351.7pp |
| Employer contribution / active EE | $2,984 | $7,590-60.7% | $6,785-56.0% | $4,751-37.2% |
| Participant deferral / active EE | $5,068 | $11,622-56.4% | $10,408-51.3% | $6,710-24.5% |
| Admin fee / account holder | $9,100 | $15,381-40.8% | $12,815-29.0% | $11,403-20.2% |