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 | $95,159 | $115,770-17.8% | $101,248-6.0% | $158,922-40.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 47.80% | 56.14%-8.3pp | 46.47%+1.3pp | 302.83%-255.0pp |
| Employer contribution / active EE | $2,361 | $4,175-43.4% | $3,660-35.5% | $4,761-50.4% |
| Participant deferral / active EE | $4,945 | $4,957-0.3% | $4,370+13.1% | $5,982-17.3% |
| Admin fee / account holder | $13,529 | $7,245+86.7% | $5,945+127.5% | $11,246+20.3% |