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 | $64,749 | $91,190-29.0% | $178,490-63.7% | $79,858-18.9% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 16.41% | 24.19%-7.8pp | 151.07%-134.7pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,101 | $3,256-35.5% | $5,011-58.1% | $2,471-15.0% |
| Participant deferral / active EE | $4,012 | $3,236+24.0% | $5,202-22.9% | $3,740+7.3% |
| Admin fee / account holder | $4,372 | $6,751-35.2% | $13,984-68.7% | $5,306-17.6% |