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 | $48,234 | $148,534-67.5% | $135,903-64.5% | $139,434-65.4% |
| Participation rate | 82.4% | 83.9%-1.5pp | 81.9%+0.4pp | 80.3%+2.0pp |
| Annual return | 25.92% | 79.19%-53.3pp | 68.23%-42.3pp | 372.94%-347.0pp |
| Employer contribution / active EE | $2,142 | $5,243-59.1% | $4,856-55.9% | $4,751-54.9% |
| Participant deferral / active EE | $5,015 | $8,100-38.1% | $7,758-35.4% | $6,710-25.3% |
| Admin fee / account holder | $1,552 | $12,400-87.5% | $10,762-85.6% | $11,403-86.4% |