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 | $55,295 | $77,145-28.3% | $108,410-49.0% | $85,850-35.6% |
| Participation rate | 73.5% | 74.7%-1.2pp | 80.1%-6.7pp | 69.3%+4.2pp |
| Annual return | 14.19% | 44.54%-30.3pp | 905.27%-891.1pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,120 | $2,379-10.9% | $3,558-40.4% | $2,565-17.3% |
| Participant deferral / active EE | $3,979 | $5,566-28.5% | $6,563-39.4% | $3,952+0.7% |
| Admin fee / account holder | $1,123 | $5,172-78.3% | $7,295-84.6% | $6,260-82.1% |