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 | $21,787 | $107,934-79.8% | $91,989-76.3% | $152,861-85.7% |
| Participation rate | 84.2% | 81.2%+3.0pp | 78.6%+5.6pp | 82.4%+1.8pp |
| Annual return | 22.02% | 89.24%-67.2pp | 69.02%-47.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,671 | $6,364-26.6% | $5,923-21.1% | $5,850-20.2% |
| Admin fee / account holder | $3,048 | $10,520-71.0% | $7,743-60.6% | $11,596-73.7% |