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 | $71,710 | $106,890-32.9% | $84,015-14.6% | $152,861-53.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 26.22% | 104.99%-78.8pp | 71.31%-45.1pp | 345.32%-319.1pp |
| Employer contribution / active EE | $782 | $2,734-71.4% | $1,983-60.6% | $4,762-83.6% |
| Participant deferral / active EE | $3,530 | $4,011-12.0% | $3,239+9.0% | $5,850-39.7% |
| Admin fee / account holder | $1,101 | $8,285-86.7% | $6,101-81.9% | $11,596-90.5% |