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 | $74,215 | $185,822-60.1% | $169,993-56.3% | $139,434-46.8% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 18.09% | 60.50%-42.4pp | 53.37%-35.3pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,767 | $7,590-76.7% | $6,785-74.0% | $4,751-62.8% |
| Participant deferral / active EE | $4,588 | $11,622-60.5% | $10,408-55.9% | $6,710-31.6% |
| Admin fee / account holder | $893 | $15,381-94.2% | $12,815-93.0% | $11,403-92.2% |