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 | $65,364 | $116,175-43.7% | $93,606-30.2% | $152,861-57.2% |
| Participation rate | 82.6% | 78.0%+4.6pp | 75.8%+6.8pp | 82.4%+0.2pp |
| Annual return | 22.05% | 35.96%-13.9pp | 32.76%-10.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,249 | $3,218-30.1% | $2,718-17.3% | $4,762-52.8% |
| Participant deferral / active EE | $2,931 | $4,603-36.3% | $4,069-28.0% | $5,850-49.9% |
| Admin fee / account holder | $3,355 | $10,748-68.8% | $7,888-57.5% | $11,596-71.1% |