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 | $75,388 | $118,849-36.6% | $96,562-21.9% | $167,490-55.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 12.29% | 50.49%-38.2pp | 37.78%-25.5pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,280 | $3,120-26.9% | $2,356-3.2% | $4,837-52.9% |
| Participant deferral / active EE | $3,720 | $4,616-19.4% | $3,849-3.4% | $6,341-41.3% |
| Admin fee / account holder | $5,406 | $8,065-33.0% | $6,181-12.5% | $12,309-56.1% |