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 | $75,167 | $104,664-28.2% | $85,682-12.3% | $167,490-55.1% |
| Participation rate | 77.8% | 76.4%+1.4pp | 69.9%+7.9pp | 82.1%-4.3pp |
| Annual return | 17.21% | 21.45%-4.2pp | 21.49%-4.3pp | 478.56%-461.4pp |
| Employer contribution / active EE | $1,347 | $3,337-59.6% | $2,618-48.6% | $4,837-72.2% |
| Participant deferral / active EE | $3,326 | $4,824-31.1% | $3,923-15.2% | $6,341-47.5% |
| Admin fee / account holder | $364 | $10,032-96.4% | $6,873-94.7% | $12,309-97.0% |