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 | $54,960 | $112,881-51.3% | $90,951-39.6% | $158,922-65.4% |
| Participation rate | 73.7% | 74.7%-1.0pp | 69.0%+4.7pp | 82.0%-8.3pp |
| Annual return | 14.06% | 215.79%-201.7pp | 134.60%-120.5pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,497 | $2,893-48.3% | $2,122-29.5% | $4,761-68.6% |
| Participant deferral / active EE | $4,101 | $4,128-0.6% | $3,373+21.6% | $5,982-31.4% |
| Admin fee / account holder | $3,360 | $8,041-58.2% | $5,959-43.6% | $11,246-70.1% |