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 | $93,736 | $126,574-25.9% | $106,213-11.7% | $145,922-35.8% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 14.52% | 224.79%-210.3pp | 116.14%-101.6pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,671 | $3,730-55.2% | $3,171-47.3% | $4,660-64.1% |
| Participant deferral / active EE | $5,088 | $5,724-11.1% | $5,016+1.4% | $6,688-23.9% |
| Admin fee / account holder | $3,897 | $17,304-77.5% | $11,033-64.7% | $13,397-70.9% |