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 | $63,392 | $114,381-44.6% | $107,525-41.0% | $142,382-55.5% |
| Participation rate | 78.6% | 78.1%+0.4pp | 75.1%+3.5pp | 80.1%-1.5pp |
| Annual return | 16.99% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $2,046 | $4,015-49.0% | $3,754-45.5% | $4,299-52.4% |
| Participant deferral / active EE | $8,260 | $5,564+48.5% | $5,116+61.5% | $6,507+26.9% |
| Admin fee / account holder | $1,629 | $9,860-83.5% | $8,919-81.7% | $12,624-87.1% |