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 | $45,922 | $100,041-54.1% | $149,718-69.3% | $70,131-34.5% |
| Participation rate | 79.7% | 83.6%-3.8pp | 87.1%-7.3pp | 69.5%+10.2pp |
| Annual return | 16.22% | 27.43%-11.2pp | 1501.63%-1485.4pp | 73.14%-56.9pp |
| Employer contribution / active EE | $2,465 | $3,662-32.7% | $5,445-54.7% | $2,342+5.3% |
| Participant deferral / active EE | $2,591 | $4,983-48.0% | $6,569-60.6% | $3,332-22.2% |
| Admin fee / account holder | $9,095 | $8,286+9.8% | $11,283-19.4% | $4,645+95.8% |