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 | $41,379 | $106,515-61.2% | $96,683-57.2% | $139,434-70.3% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 18.88% | 38.43%-19.5pp | 35.69%-16.8pp | 372.94%-354.1pp |
| Employer contribution / active EE | $3,098 | $4,103-24.5% | $3,737-17.1% | $4,751-34.8% |
| Participant deferral / active EE | $5,895 | $5,454+8.1% | $4,878+20.9% | $6,710-12.1% |
| Admin fee / account holder | $1,191 | $7,877-84.9% | $6,730-82.3% | $11,403-89.6% |