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 | $53,392 | $99,918-46.6% | $81,382-34.4% | $145,922-63.4% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 9.03% | 34.32%-25.3pp | 24.73%-15.7pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,114 | $2,978-62.6% | $2,463-54.8% | $4,660-76.1% |
| Participant deferral / active EE | $1,780 | $4,605-61.4% | $3,883-54.2% | $6,688-73.4% |
| Admin fee / account holder | $2,764 | $8,212-66.3% | $5,768-52.1% | $13,397-79.4% |