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 | $41,834 | $162,781-74.3% | $133,956-68.8% | $158,922-73.7% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 21.40% | 41.94%-20.5pp | 45.09%-23.7pp | 302.83%-281.4pp |
| Employer contribution / active EE | $2,099 | $4,975-57.8% | $3,919-46.4% | $4,761-55.9% |
| Participant deferral / active EE | $6,491 | $5,911+9.8% | $5,048+28.6% | $5,982+8.5% |
| Admin fee / account holder | $14,180 | $11,736+20.8% | $8,927+58.8% | $11,246+26.1% |