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 | $91,732 | $115,770-20.8% | $101,248-9.4% | $158,922-42.3% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 8.51% | 56.14%-47.6pp | 46.47%-38.0pp | 302.83%-294.3pp |
| Employer contribution / active EE | $1,904 | $4,175-54.4% | $3,660-48.0% | $4,761-60.0% |
| Participant deferral / active EE | $3,885 | $4,957-21.6% | $4,370-11.1% | $5,982-35.1% |
| Admin fee / account holder | $3,073 | $7,245-57.6% | $5,945-48.3% | $11,246-72.7% |