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 | $77,065 | $53,822+43.2% | $75,696+1.8% | $85,850-10.2% |
| Participation rate | 93.1% | 69.1%+24.0pp | 74.8%+18.3pp | 69.3%+23.8pp |
| Annual return | 14.13% | 24.54%-10.4pp | 104.53%-90.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,793 | $2,017-11.1% | $2,743-34.6% | $2,565-30.1% |
| Participant deferral / active EE | $2,585 | $2,895-10.7% | $3,821-32.3% | $3,952-34.6% |
| Admin fee / account holder | $1,612 | $3,343-51.8% | $3,619-55.4% | $6,260-74.2% |