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 | $51,852 | $78,672-34.1% | $109,143-52.5% | $85,850-39.6% |
| Participation rate | 80.0% | 68.3%+11.7pp | 75.9%+4.1pp | 69.3%+10.7pp |
| Annual return | 25.34% | 25.09%+0.3pp | 25.75%-0.4pp | 318.53%-293.2pp |
| Employer contribution / active EE | $1,412 | $2,735-48.4% | $3,722-62.1% | $2,565-45.0% |
| Participant deferral / active EE | $1,731 | $3,467-50.1% | $4,653-62.8% | $3,952-56.2% |
| Admin fee / account holder | $6,227 | $5,469+13.9% | $6,752-7.8% | $6,260-0.5% |