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 | $47,655 | $197,591-75.9% | $177,821-73.2% | $158,922-70.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.7%-2.0pp | 82.0%+3.8pp |
| Annual return | 29.10% | 58.76%-29.7pp | 48.32%-19.2pp | 302.83%-273.7pp |
| Employer contribution / active EE | $2,896 | $6,697-56.8% | $5,918-51.1% | $4,761-39.2% |
| Participant deferral / active EE | $3,590 | $8,405-57.3% | $7,714-53.5% | $5,982-40.0% |
| Admin fee / account holder | $1,295 | $15,399-91.6% | $12,427-89.6% | $11,246-88.5% |