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 | $37,810 | $102,966-63.3% | $90,281-58.1% | $152,861-75.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 16.31% | 95.16%-78.9pp | 78.10%-61.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,236 | $3,139-28.8% | $2,854-21.7% | $4,762-53.1% |
| Participant deferral / active EE | $3,883 | $4,281-9.3% | $3,885-0.1% | $5,850-33.6% |
| Admin fee / account holder | $2,455 | $6,171-60.2% | $5,351-54.1% | $11,596-78.8% |