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 | $44,599 | $105,859-57.9% | $90,160-50.5% | $147,584-69.8% |
| Participation rate | 81.3% | 79.7%+1.5pp | 76.9%+4.4pp | 82.8%-1.6pp |
| Annual return | 15.68% | 37.63%-21.9pp | 34.88%-19.2pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,032 | $4,126-50.8% | $3,318-38.8% | $4,876-58.3% |
| Participant deferral / active EE | $4,905 | $5,733-14.5% | $5,288-7.2% | $5,439-9.8% |
| Admin fee / account holder | $978 | $8,046-87.8% | $5,943-83.5% | $10,885-91.0% |