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 | $62,538 | $132,634-52.8% | $115,768-46.0% | $137,256-54.4% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.4%+4.2pp | 80.0%-1.4pp |
| Annual return | 17.42% | 160.70%-143.3pp | 100.46%-83.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,183 | $3,360-35.0% | $2,940-25.7% | $4,156-47.5% |
| Participant deferral / active EE | $5,491 | $5,619-2.3% | $4,917+11.7% | $6,407-14.3% |
| Admin fee / account holder | $939 | $15,028-93.8% | $12,439-92.5% | $12,270-92.4% |