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 | $72,905 | $112,881-35.4% | $90,951-19.8% | $158,922-54.1% |
| Participation rate | 78.6% | 74.7%+3.8pp | 69.0%+9.6pp | 82.0%-3.4pp |
| Annual return | 14.94% | 215.79%-200.9pp | 134.60%-119.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,132 | $2,893-26.3% | $2,122+0.5% | $4,761-55.2% |
| Participant deferral / active EE | $3,261 | $4,128-21.0% | $3,373-3.3% | $5,982-45.5% |
| Admin fee / account holder | $401 | $8,041-95.0% | $5,959-93.3% | $11,246-96.4% |