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 | $44,948 | $105,859-57.5% | $90,160-50.1% | $147,584-69.5% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 37.33% | 37.63%-0.3pp | 34.88%+2.4pp | 578.55%-541.2pp |
| Employer contribution / active EE | $2,794 | $4,126-32.3% | $3,318-15.8% | $4,876-42.7% |
| Participant deferral / active EE | $3,757 | $5,733-34.5% | $5,288-28.9% | $5,439-30.9% |
| Admin fee / account holder | $4,770 | $8,046-40.7% | $5,943-19.7% | $10,885-56.2% |