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 | $51,949 | $106,890-51.4% | $84,015-38.2% | $152,861-66.0% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 17.46% | 104.99%-87.5pp | 71.31%-53.9pp | 345.32%-327.9pp |
| Employer contribution / active EE | $1,331 | $2,734-51.3% | $1,983-32.9% | $4,762-72.1% |
| Participant deferral / active EE | $1,466 | $4,011-63.5% | $3,239-54.7% | $5,850-74.9% |
| Admin fee / account holder | $1,424 | $8,285-82.8% | $6,101-76.7% | $11,596-87.7% |