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 | $71,557 | $102,966-30.5% | $90,281-20.7% | $152,861-53.2% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 16.93% | 95.16%-78.2pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,697 | $3,139-45.9% | $2,854-40.6% | $4,762-64.4% |
| Participant deferral / active EE | $2,924 | $4,281-31.7% | $3,885-24.7% | $5,850-50.0% |
| Admin fee / account holder | $9,259 | $6,171+50.1% | $5,351+73.0% | $11,596-20.2% |