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 | $45,187 | $115,770-61.0% | $101,248-55.4% | $158,922-71.6% |
| Participation rate | 77.3% | 79.4%-2.1pp | 75.8%+1.5pp | 82.0%-4.7pp |
| Annual return | 11.97% | 56.14%-44.2pp | 46.47%-34.5pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,489 | $4,175-64.3% | $3,660-59.3% | $4,761-68.7% |
| Participant deferral / active EE | $2,364 | $4,957-52.3% | $4,370-45.9% | $5,982-60.5% |
| Admin fee / account holder | $1,899 | $7,245-73.8% | $5,945-68.1% | $11,246-83.1% |