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 | $79,548 | $112,729-29.4% | $98,716-19.4% | $137,256-42.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 20.71% | 38.48%-17.8pp | 31.81%-11.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,609 | $2,725-41.0% | $2,279-29.4% | $4,156-61.3% |
| Participant deferral / active EE | $5,044 | $4,640+8.7% | $4,048+24.6% | $6,407-21.3% |
| Admin fee / account holder | $494 | $10,129-95.1% | $8,703-94.3% | $12,270-96.0% |