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 | $75,373 | $111,535-32.4% | $105,223-28.4% | $137,256-45.1% |
| Participation rate | 78.9% | 78.1%+0.9pp | 75.0%+3.9pp | 80.0%-1.0pp |
| Annual return | 15.62% | 237.85%-222.2pp | 180.65%-165.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,511 | $3,939-61.6% | $3,689-59.0% | $4,156-63.6% |
| Participant deferral / active EE | $2,004 | $5,500-63.6% | $5,072-60.5% | $6,407-68.7% |
| Admin fee / account holder | $832 | $9,721-91.4% | $8,859-90.6% | $12,270-93.2% |