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 | $66,549 | $99,652-33.2% | $78,778-15.5% | $147,584-54.9% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 16.37% | 47.28%-30.9pp | 35.62%-19.2pp | 578.55%-562.2pp |
| Employer contribution / active EE | $1,665 | $2,796-40.5% | $1,986-16.2% | $4,876-65.9% |
| Participant deferral / active EE | $3,658 | $3,664-0.2% | $2,958+23.7% | $5,439-32.7% |
| Admin fee / account holder | $1,565 | $7,155-78.1% | $5,134-69.5% | $10,885-85.6% |