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 | $99,302 | $154,117-35.6% | $129,995-23.6% | $139,434-28.8% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 21.82% | 32.48%-10.7pp | -137.18%+159.0pp | 372.94%-351.1pp |
| Employer contribution / active EE | $2,093 | $5,289-60.4% | $4,320-51.6% | $4,751-56.0% |
| Participant deferral / active EE | $8,430 | $6,710+25.6% | $5,820+44.8% | $6,710+25.6% |
| Admin fee / account holder | $537 | $14,007-96.2% | $10,614-94.9% | $11,403-95.3% |