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 | $67,538 | $115,770-41.7% | $101,248-33.3% | $158,922-57.5% |
| Participation rate | 72.2% | 79.4%-7.1pp | 75.8%-3.6pp | 82.0%-9.7pp |
| Annual return | 12.64% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.2pp |
| Employer contribution / active EE | $2,220 | $4,175-46.8% | $3,660-39.3% | $4,761-53.4% |
| Participant deferral / active EE | $3,579 | $4,957-27.8% | $4,370-18.1% | $5,982-40.2% |
| Admin fee / account holder | $6,915 | $7,245-4.6% | $5,945+16.3% | $11,246-38.5% |