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 | $51,911 | $112,096-53.7% | $95,952-45.9% | $158,922-67.3% |
| Participation rate | 79.2% | 79.0%+0.2pp | 77.1%+2.1pp | 82.0%-2.8pp |
| Annual return | 13.91% | 171.09%-157.2pp | 91.61%-77.7pp | 302.83%-288.9pp |
| Employer contribution / active EE | $1,292 | $3,198-59.6% | $2,541-49.2% | $4,761-72.9% |
| Participant deferral / active EE | $2,006 | $4,784-58.1% | $4,167-51.8% | $5,982-66.5% |
| Admin fee / account holder | $21,225 | $10,130+109.5% | $6,795+212.3% | $11,246+88.7% |