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 | $71,954 | $99,652-27.8% | $78,778-8.7% | $147,584-51.2% |
| Participation rate | 82.6% | 76.2%+6.4pp | 69.2%+13.4pp | 82.8%-0.2pp |
| Annual return | 11.71% | 47.28%-35.6pp | 35.62%-23.9pp | 578.55%-566.8pp |
| Employer contribution / active EE | $1,522 | $2,796-45.6% | $1,986-23.4% | $4,876-68.8% |
| Participant deferral / active EE | $4,530 | $3,664+23.6% | $2,958+53.1% | $5,439-16.7% |
| Admin fee / account holder | $1,649 | $7,155-77.0% | $5,134-67.9% | $10,885-84.9% |