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 | $47,619 | $102,616-53.6% | $81,983-41.9% | $158,922-70.0% |
| Participation rate | 71.4% | 75.5%-4.1pp | 69.2%+2.2pp | 82.0%-10.5pp |
| Annual return | 13.82% | 61.04%-47.2pp | 41.31%-27.5pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,880 | $3,240-42.0% | $2,498-24.8% | $4,761-60.5% |
| Participant deferral / active EE | $2,693 | $4,648-42.1% | $3,722-27.7% | $5,982-55.0% |
| Admin fee / account holder | $7,481 | $8,235-9.2% | $5,664+32.1% | $11,246-33.5% |