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 | $59,654 | $107,334-44.4% | $92,893-35.8% | $152,861-61.0% |
| Participation rate | 78.6% | 79.8%-1.2pp | 76.0%+2.6pp | 82.4%-3.9pp |
| Annual return | 22.85% | 145.58%-122.7pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,043 | $4,221-51.6% | $3,653-44.1% | $4,762-57.1% |
| Participant deferral / active EE | $2,887 | $4,845-40.4% | $4,236-31.9% | $5,850-50.7% |
| Admin fee / account holder | $1,654 | $7,079-76.6% | $5,794-71.4% | $11,596-85.7% |