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 | $62,246 | $115,770-46.2% | $101,248-38.5% | $158,922-60.8% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | 13.32% | 56.14%-42.8pp | 46.47%-33.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,266 | $4,175-45.7% | $3,660-38.1% | $4,761-52.4% |
| Participant deferral / active EE | $8,500 | $4,957+71.5% | $4,370+94.5% | $5,982+42.1% |
| Admin fee / account holder | $1,847 | $7,245-74.5% | $5,945-68.9% | $11,246-83.6% |