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 | $72,459 | $91,190-20.5% | $178,490-59.4% | $79,858-9.3% |
| Participation rate | 72.1% | 69.2%+2.9pp | 81.9%-9.8pp | 69.6%+2.5pp |
| Annual return | 17.36% | 24.19%-6.8pp | 151.07%-133.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | $1,254 | $3,256-61.5% | $5,011-75.0% | $2,471-49.2% |
| Participant deferral / active EE | $4,921 | $3,236+52.1% | $5,202-5.4% | $3,740+31.6% |
| Admin fee / account holder | $684 | $6,751-89.9% | $13,984-95.1% | $5,306-87.1% |