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 | $60,977 | $124,319-51.0% | $111,297-45.2% | $167,490-63.6% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 30.14% | 37.44%-7.3pp | 54.65%-24.5pp | 478.56%-448.4pp |
| Employer contribution / active EE | $888 | $3,435-74.1% | $2,731-67.5% | $4,837-81.6% |
| Participant deferral / active EE | $3,013 | $5,180-41.8% | $4,487-32.9% | $6,341-52.5% |
| Admin fee / account holder | $1,654 | $10,618-84.4% | $7,964-79.2% | $12,309-86.6% |