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 | $81,730 | $176,377-53.7% | $134,143-39.1% | $158,922-48.6% |
| Participation rate | 85.7% | 78.7%+7.0pp | 72.2%+13.5pp | 82.0%+3.8pp |
| Annual return | 15.02% | 63.63%-48.6pp | 36.33%-21.3pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,785 | $5,040-64.6% | $3,704-51.8% | $4,761-62.5% |
| Participant deferral / active EE | $4,278 | $4,091+4.6% | $3,499+22.3% | $5,982-28.5% |
| Admin fee / account holder | $2,690 | $8,718-69.1% | $6,684-59.8% | $11,246-76.1% |