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 | $51,323 | $95,416-46.2% | $185,823-72.4% | $85,850-40.2% |
| Participation rate | 82.1% | 68.8%+13.3pp | 81.7%+0.4pp | 69.3%+12.7pp |
| Annual return | 24.93% | 23.59%+1.3pp | 122.05%-97.1pp | 318.53%-293.6pp |
| Employer contribution / active EE | $1,744 | $3,314-47.4% | $5,167-66.3% | $2,565-32.0% |
| Participant deferral / active EE | $2,400 | $3,423-29.9% | $5,568-56.9% | $3,952-39.3% |
| Admin fee / account holder | $4,419 | $7,213-38.7% | $16,237-72.8% | $6,260-29.4% |