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 | $27,846 | $77,634-64.1% | $156,549-82.2% | $62,891-55.7% |
| Participation rate | 70.1% | 71.2%-1.1pp | 84.0%-13.9pp | 69.3%+0.8pp |
| Annual return | 6.21% | 50.32%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $2,742 | $3,444-20.4% | $5,501-50.2% | $2,281+20.2% |
| Participant deferral / active EE | $2,577 | $3,045-15.4% | $4,871-47.1% | $3,203-19.5% |
| Admin fee / account holder | $4,178 | $5,561-24.9% | $13,027-67.9% | $4,296-2.7% |