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 | $50,130 | $154,117-67.5% | $129,995-61.4% | $139,434-64.0% |
| Participation rate | 85.7% | 82.0%+3.8pp | 78.5%+7.2pp | 80.3%+5.4pp |
| Annual return | 20.89% | 32.48%-11.6pp | -137.18%+158.1pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,796 | $5,289-66.0% | $4,320-58.4% | $4,751-62.2% |
| Participant deferral / active EE | $5,245 | $6,710-21.8% | $5,820-9.9% | $6,710-21.8% |
| Admin fee / account holder | $1,046 | $14,007-92.5% | $10,614-90.1% | $11,403-90.8% |