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 | $41,253 | $115,770-64.4% | $101,248-59.3% | $158,922-74.0% |
| Participation rate | 76.2% | 79.4%-3.2pp | 75.8%+0.4pp | 82.0%-5.8pp |
| Annual return | 8.66% | 56.14%-47.5pp | 46.47%-37.8pp | 302.83%-294.2pp |
| Employer contribution / active EE | $1,771 | $4,175-57.6% | $3,660-51.6% | $4,761-62.8% |
| Participant deferral / active EE | $3,152 | $4,957-36.4% | $4,370-27.9% | $5,982-47.3% |
| Admin fee / account holder | $3,961 | $7,245-45.3% | $5,945-33.4% | $11,246-64.8% |