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 | $64,356 | $179,726-64.2% | $156,263-58.8% | $142,382-54.8% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.9%+5.7pp | 80.1%+4.5pp |
| Annual return | 15.41% | 77.86%-62.4pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $3,628 | $5,069-28.4% | $4,333-16.3% | $4,299-15.6% |
| Participant deferral / active EE | $4,638 | $6,956-33.3% | $6,158-24.7% | $6,507-28.7% |
| Admin fee / account holder | $776 | $17,272-95.5% | $14,255-94.6% | $12,624-93.9% |