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 | $70,682 | $106,515-33.6% | $96,683-26.9% | $139,434-49.3% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 21.11% | 38.43%-17.3pp | 35.69%-14.6pp | 372.94%-351.8pp |
| Employer contribution / active EE | $2,541 | $4,103-38.1% | $3,737-32.0% | $4,751-46.5% |
| Participant deferral / active EE | $2,470 | $5,454-54.7% | $4,878-49.4% | $6,710-63.2% |
| Admin fee / account holder | $1,103 | $7,877-86.0% | $6,730-83.6% | $11,403-90.3% |