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 | $52,193 | $78,672-33.7% | $109,143-52.2% | $85,850-39.2% |
| Participation rate | 73.5% | 68.3%+5.2pp | 75.9%-2.4pp | 69.3%+4.2pp |
| Annual return | 13.42% | 25.09%-11.7pp | 25.75%-12.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $2,151 | $2,735-21.3% | $3,722-42.2% | $2,565-16.1% |
| Participant deferral / active EE | $4,556 | $3,467+31.4% | $4,653-2.1% | $3,952+15.3% |
| Admin fee / account holder | $13,956 | $5,469+155.2% | $6,752+106.7% | $6,260+122.9% |