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 | $87,165 | $115,770-24.7% | $101,248-13.9% | $158,922-45.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.69% | 56.14%-43.5pp | 46.47%-33.8pp | 302.83%-290.1pp |
| Employer contribution / active EE | $1,261 | $4,175-69.8% | $3,660-65.5% | $4,761-73.5% |
| Participant deferral / active EE | $5,094 | $4,957+2.8% | $4,370+16.6% | $5,982-14.8% |
| Admin fee / account holder | $436 | $7,245-94.0% | $5,945-92.7% | $11,246-96.1% |