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 | $43,528 | $152,587-71.5% | $125,175-65.2% | $152,861-71.5% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 20.73% | 54.84%-34.1pp | 43.79%-23.1pp | 345.32%-324.6pp |
| Employer contribution / active EE | $1,319 | $4,946-73.3% | $3,865-65.9% | $4,762-72.3% |
| Participant deferral / active EE | $2,879 | $5,868-50.9% | $4,937-41.7% | $5,850-50.8% |
| Admin fee / account holder | $1,993 | $13,434-85.2% | $9,702-79.5% | $11,596-82.8% |