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 | $51,894 | $232,540-77.7% | $185,117-72.0% | $147,584-64.8% |
| Participation rate | 75.0% | 82.4%-7.4pp | 77.3%-2.3pp | 82.8%-7.8pp |
| Annual return | 16.48% | 43.03%-26.5pp | 40.50%-24.0pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,402 | $5,195-53.8% | $4,182-42.6% | $4,876-50.7% |
| Participant deferral / active EE | $7,371 | $5,834+26.4% | $5,045+46.1% | $5,439+35.5% |
| Admin fee / account holder | $3,063 | $10,275-70.2% | $8,159-62.5% | $10,885-71.9% |