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 | $56,938 | $102,966-44.7% | $90,281-36.9% | $152,861-62.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 21.50% | 95.16%-73.7pp | 78.10%-56.6pp | 345.32%-323.8pp |
| Employer contribution / active EE | $2,324 | $3,139-26.0% | $2,854-18.6% | $4,762-51.2% |
| Participant deferral / active EE | $5,351 | $4,281+25.0% | $3,885+37.7% | $5,850-8.5% |
| Admin fee / account holder | $8,893 | $6,171+44.1% | $5,351+66.2% | $11,596-23.3% |