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 | $56,038 | $176,377-68.2% | $134,143-58.2% | $158,922-64.7% |
| Participation rate | 81.0% | 78.7%+2.2pp | 72.2%+8.8pp | 82.0%-1.0pp |
| Annual return | 16.17% | 63.63%-47.5pp | 36.33%-20.2pp | 302.83%-286.7pp |
| Employer contribution / active EE | $1,437 | $5,040-71.5% | $3,704-61.2% | $4,761-69.8% |
| Participant deferral / active EE | $4,066 | $4,091-0.6% | $3,499+16.2% | $5,982-32.0% |
| Admin fee / account holder | $947 | $8,718-89.1% | $6,684-85.8% | $11,246-91.6% |