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 | $49,616 | $115,770-57.1% | $101,248-51.0% | $158,922-68.8% |
| Participation rate | 81.3% | 79.4%+1.9pp | 75.8%+5.4pp | 82.0%-0.7pp |
| Annual return | 28.66% | 56.14%-27.5pp | 46.47%-17.8pp | 302.83%-274.2pp |
| Employer contribution / active EE | $1,896 | $4,175-54.6% | $3,660-48.2% | $4,761-60.2% |
| Participant deferral / active EE | $5,078 | $4,957+2.4% | $4,370+16.2% | $5,982-15.1% |
| Admin fee / account holder | $874 | $7,245-87.9% | $5,945-85.3% | $11,246-92.2% |