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 | $64,034 | $114,381-44.0% | $107,525-40.4% | $142,382-55.0% |
| Participation rate | 79.2% | 78.1%+1.0pp | 75.1%+4.1pp | 80.1%-1.0pp |
| Annual return | 15.73% | 242.71%-227.0pp | 181.32%-165.6pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,406 | $4,015-65.0% | $3,754-62.5% | $4,299-67.3% |
| Participant deferral / active EE | $6,028 | $5,564+8.3% | $5,116+17.8% | $6,507-7.4% |
| Admin fee / account holder | $5,676 | $9,860-42.4% | $8,919-36.4% | $12,624-55.0% |