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 | $68,606 | $112,096-38.8% | $95,952-28.5% | $158,922-56.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 31.20% | 171.09%-139.9pp | 91.61%-60.4pp | 302.83%-271.6pp |
| Employer contribution / active EE | $2,184 | $3,198-31.7% | $2,541-14.0% | $4,761-54.1% |
| Participant deferral / active EE | $2,859 | $4,784-40.2% | $4,167-31.4% | $5,982-52.2% |
| Admin fee / account holder | $6,883 | $10,130-32.1% | $6,795+1.3% | $11,246-38.8% |