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 | $95,887 | $115,770-17.2% | $101,248-5.3% | $158,922-39.7% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 15.07% | 56.14%-41.1pp | 46.47%-31.4pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,583 | $4,175-62.1% | $3,660-56.7% | $4,761-66.8% |
| Participant deferral / active EE | $2,634 | $4,957-46.9% | $4,370-39.7% | $5,982-56.0% |
| Admin fee / account holder | $3,791 | $7,245-47.7% | $5,945-36.2% | $11,246-66.3% |