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 | $82,134 | $115,770-29.1% | $101,248-18.9% | $158,922-48.3% |
| Participation rate | 76.5% | 79.4%-2.9pp | 75.8%+0.7pp | 82.0%-5.5pp |
| Annual return | 15.30% | 56.14%-40.8pp | 46.47%-31.2pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,004 | $4,175-76.0% | $3,660-72.6% | $4,761-78.9% |
| Participant deferral / active EE | $1,457 | $4,957-70.6% | $4,370-66.7% | $5,982-75.6% |
| Admin fee / account holder | $3,697 | $7,245-49.0% | $5,945-37.8% | $11,246-67.1% |