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 | $35,939 | $107,334-66.5% | $92,893-61.3% | $152,861-76.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 19.82% | 145.58%-125.8pp | 109.41%-89.6pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,946 | $4,221-53.9% | $3,653-46.7% | $4,762-59.1% |
| Participant deferral / active EE | $4,421 | $4,845-8.7% | $4,236+4.4% | $5,850-24.4% |
| Admin fee / account holder | $8,139 | $7,079+15.0% | $5,794+40.5% | $11,596-29.8% |