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 | $51,353 | $106,515-51.8% | $96,683-46.9% | $139,434-63.2% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 12.88% | 38.43%-25.5pp | 35.69%-22.8pp | 372.94%-360.1pp |
| Employer contribution / active EE | $5,590 | $4,103+36.3% | $3,737+49.6% | $4,751+17.7% |
| Participant deferral / active EE | $4,778 | $5,454-12.4% | $4,878-2.1% | $6,710-28.8% |
| Admin fee / account holder | $10,382 | $7,877+31.8% | $6,730+54.3% | $11,403-9.0% |