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 | $50,626 | $124,281-59.3% | $109,143-53.6% | $167,490-69.8% |
| Participation rate | 78.3% | 79.4%-1.2pp | 75.9%+2.4pp | 82.1%-3.8pp |
| Annual return | 12.94% | 26.04%-13.1pp | 25.75%-12.8pp | 478.56%-465.6pp |
| Employer contribution / active EE | $2,191 | $4,207-47.9% | $3,722-41.1% | $4,837-54.7% |
| Participant deferral / active EE | $2,881 | $5,255-45.2% | $4,653-38.1% | $6,341-54.6% |
| Admin fee / account holder | $8,310 | $7,970+4.3% | $6,752+23.1% | $12,309-32.5% |