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 | $67,555 | $112,096-39.7% | $95,952-29.6% | $158,922-57.5% |
| Participation rate | 84.6% | 79.0%+5.6pp | 77.1%+7.5pp | 82.0%+2.7pp |
| Annual return | 11.98% | 171.09%-159.1pp | 91.61%-79.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $2,704 | $3,198-15.5% | $2,541+6.4% | $4,761-43.2% |
| Participant deferral / active EE | $7,732 | $4,784+61.6% | $4,167+85.6% | $5,982+29.2% |
| Admin fee / account holder | $3,182 | $10,130-68.6% | $6,795-53.2% | $11,246-71.7% |