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 | $43,314 | $112,881-61.6% | $90,951-52.4% | $158,922-72.7% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 8.60% | 215.79%-207.2pp | 134.60%-126.0pp | 302.83%-294.2pp |
| Employer contribution / active EE | $2,066 | $2,893-28.6% | $2,122-2.6% | $4,761-56.6% |
| Participant deferral / active EE | $3,456 | $4,128-16.3% | $3,373+2.5% | $5,982-42.2% |
| Admin fee / account holder | $4,895 | $8,041-39.1% | $5,959-17.8% | $11,246-56.5% |