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 | $68,743 | $104,974-34.5% | $95,585-28.1% | $142,382-51.7% |
| Participation rate | 72.7% | 75.0%-2.2pp | 72.1%+0.7pp | 80.1%-7.4pp |
| Annual return | 15.60% | 210.33%-194.7pp | 38.56%-23.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $850 | $2,779-69.4% | $2,527-66.4% | $4,299-80.2% |
| Participant deferral / active EE | $5,816 | $4,352+33.6% | $4,023+44.6% | $6,507-10.6% |
| Admin fee / account holder | $5,605 | $6,386-12.2% | $6,127-8.5% | $12,624-55.6% |