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 3-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 | $58,162 | $133,922-56.6% | $116,228-50.0% | $142,382-59.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 13.62% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,308 | $3,446-33.0% | $2,994-22.9% | $4,299-46.3% |
| Participant deferral / active EE | $9,982 | $5,672+76.0% | $4,953+101.5% | $6,507+53.4% |
| Admin fee / account holder | $11,975 | $14,945-19.9% | $11,989-0.1% | $12,624-5.1% |