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 | $54,038 | $152,587-64.6% | $125,175-56.8% | $152,861-64.6% |
| Participation rate | 81.8% | 83.3%-1.5pp | 79.8%+2.0pp | 82.4%-0.6pp |
| Annual return | 27.34% | 54.84%-27.5pp | 43.79%-16.4pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,473 | $4,946-70.2% | $3,865-61.9% | $4,762-69.1% |
| Participant deferral / active EE | $2,992 | $5,868-49.0% | $4,937-39.4% | $5,850-48.9% |
| Admin fee / account holder | $6,649 | $13,434-50.5% | $9,702-31.5% | $11,596-42.7% |