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 | $74,907 | $102,966-27.3% | $90,281-17.0% | $152,861-51.0% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 20.94% | 95.16%-74.2pp | 78.10%-57.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $565 | $3,139-82.0% | $2,854-80.2% | $4,762-88.1% |
| Participant deferral / active EE | $3,050 | $4,281-28.8% | $3,885-21.5% | $5,850-47.9% |
| Admin fee / account holder | $2,403 | $6,171-61.1% | $5,351-55.1% | $11,596-79.3% |