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 | $55,931 | $106,890-47.7% | $84,015-33.4% | $152,861-63.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 22.46% | 104.99%-82.5pp | 71.31%-48.8pp | 345.32%-322.9pp |
| Employer contribution / active EE | $1,402 | $2,734-48.7% | $1,983-29.3% | $4,762-70.6% |
| Participant deferral / active EE | $2,200 | $4,011-45.2% | $3,239-32.1% | $5,850-62.4% |
| Admin fee / account holder | $7,553 | $8,285-8.8% | $6,101+23.8% | $11,596-34.9% |