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 | $44,612 | $69,207-35.5% | $64,056-30.4% | $139,434-68.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 17.83% | 45.88%-28.1pp | 33.69%-15.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $2,661 | $3,182-16.4% | $2,747-3.1% | $4,751-44.0% |
| Participant deferral / active EE | $3,608 | $4,682-22.9% | $3,880-7.0% | $6,710-46.2% |
| Admin fee / account holder | $1,995 | $4,244-53.0% | $3,068-35.0% | $11,403-82.5% |