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 | $63,431 | $111,814-43.3% | $93,654-32.3% | $145,959-56.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | 8.70% | 203.30%-194.6pp | 133.34%-124.6pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,789 | $3,092-42.1% | $2,421-26.1% | $4,661-61.6% |
| Participant deferral / active EE | $4,966 | $4,914+1.0% | $4,413+12.5% | $6,689-25.8% |
| Admin fee / account holder | $5,736 | $10,246-44.0% | $8,282-30.7% | $13,398-57.2% |