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 | $54,237 | $105,931-48.8% | $81,930-33.8% | $158,922-65.9% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.0%+8.0pp | 82.0%-2.0pp |
| Annual return | 23.41% | 38.17%-14.8pp | 29.49%-6.1pp | 302.83%-279.4pp |
| Employer contribution / active EE | $1,765 | $7,800-77.4% | $4,310-59.0% | $4,761-62.9% |
| Participant deferral / active EE | $7,168 | $13,003-44.9% | $7,107+0.9% | $5,982+19.8% |
| Admin fee / account holder | $656 | $8,489-92.3% | $5,158-87.3% | $11,246-94.2% |