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 | $65,892 | $91,037-27.6% | $71,671-8.1% | $147,584-55.4% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 15.31% | 20.48%-5.2pp | 20.65%-5.3pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,810 | $3,327-45.6% | $2,460-26.4% | $4,876-62.9% |
| Participant deferral / active EE | $4,506 | $4,498+0.2% | $3,438+31.1% | $5,439-17.1% |
| Admin fee / account holder | $652 | $8,613-92.4% | $5,558-88.3% | $10,885-94.0% |