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 | $53,749 | $107,934-50.2% | $91,989-41.6% | $152,861-64.8% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 24.80% | 89.24%-64.4pp | 69.02%-44.2pp | 345.32%-320.5pp |
| Employer contribution / active EE | $2,427 | $4,210-42.4% | $3,452-29.7% | $4,762-49.0% |
| Participant deferral / active EE | $8,586 | $6,364+34.9% | $5,923+45.0% | $5,850+46.8% |
| Admin fee / account holder | $3,405 | $10,520-67.6% | $7,743-56.0% | $11,596-70.6% |