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 | $36,292 | $152,587-76.2% | $125,175-71.0% | $152,861-76.3% |
| Participation rate | 86.7% | 83.3%+3.3pp | 79.8%+6.9pp | 82.4%+4.2pp |
| Annual return | 25.37% | 54.84%-29.5pp | 43.79%-18.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $1,661 | $4,946-66.4% | $3,865-57.0% | $4,762-65.1% |
| Participant deferral / active EE | $2,555 | $5,868-56.5% | $4,937-48.3% | $5,850-56.3% |
| Admin fee / account holder | $640 | $13,434-95.2% | $9,702-93.4% | $11,596-94.5% |