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 | $42,438 | $100,773-57.9% | $88,946-52.3% | $142,382-70.2% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 16.74% | 70.18%-53.4pp | 57.82%-41.1pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,467 | $2,918-49.7% | $2,555-42.6% | $4,299-65.9% |
| Participant deferral / active EE | $3,477 | $5,230-33.5% | $4,581-24.1% | $6,507-46.6% |
| Admin fee / account holder | $1,663 | $9,693-82.8% | $8,261-79.9% | $12,624-86.8% |