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 8-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 | $63,549 | $112,096-43.3% | $95,952-33.8% | $158,922-60.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 19.31% | 171.09%-151.8pp | 91.61%-72.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $2,571 | $3,198-19.6% | $2,541+1.2% | $4,761-46.0% |
| Participant deferral / active EE | $4,457 | $4,784-6.8% | $4,167+7.0% | $5,982-25.5% |
| Admin fee / account holder | $1,518 | $10,130-85.0% | $6,795-77.7% | $11,246-86.5% |