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 | $26,261 | $154,117-83.0% | $129,995-79.8% | $139,434-81.2% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | 15.50% | 32.48%-17.0pp | -137.18%+152.7pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,690 | $5,289-68.0% | $4,320-60.9% | $4,751-64.4% |
| Participant deferral / active EE | $4,125 | $6,710-38.5% | $5,820-29.1% | $6,710-38.5% |
| Admin fee / account holder | $914 | $14,007-93.5% | $10,614-91.4% | $11,403-92.0% |