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 | $46,543 | $112,096-58.5% | $95,952-51.5% | $158,922-70.7% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 14.37% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,293 | $3,198-59.6% | $2,541-49.1% | $4,761-72.8% |
| Participant deferral / active EE | $2,903 | $4,784-39.3% | $4,167-30.3% | $5,982-51.5% |
| Admin fee / account holder | $4,614 | $10,130-54.5% | $6,795-32.1% | $11,246-59.0% |