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 | $54,960 | $197,591-72.2% | $177,821-69.1% | $158,922-65.4% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.7%-5.4pp | 82.0%+0.4pp |
| Annual return | 14.26% | 58.76%-44.5pp | 48.32%-34.1pp | 302.83%-288.6pp |
| Employer contribution / active EE | $2,902 | $6,697-56.7% | $5,918-51.0% | $4,761-39.0% |
| Participant deferral / active EE | $5,546 | $8,405-34.0% | $7,714-28.1% | $5,982-7.3% |
| Admin fee / account holder | $1,398 | $15,399-90.9% | $12,427-88.7% | $11,246-87.6% |