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 | $60,748 | $169,032-64.1% | $129,207-53.0% | $145,922-58.4% |
| Participation rate | 77.8% | 76.4%+1.3pp | 69.6%+8.2pp | 80.3%-2.5pp |
| Annual return | 14.28% | 14330.11%-14315.8pp | 9417.33%-9403.0pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,334 | $5,537-57.8% | $4,153-43.8% | $4,660-49.9% |
| Participant deferral / active EE | $4,876 | $4,987-2.2% | $4,168+17.0% | $6,688-27.1% |
| Admin fee / account holder | $1,432 | $9,954-85.6% | $7,715-81.4% | $13,397-89.3% |