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 | $59,605 | $178,174-66.5% | $156,181-61.8% | $137,256-56.6% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.8%+4.5pp | 80.0%+3.4pp |
| Annual return | 14.27% | 84.19%-69.9pp | 64.87%-50.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $2,961 | $4,972-40.5% | $4,294-31.1% | $4,156-28.8% |
| Participant deferral / active EE | $5,545 | $6,888-19.5% | $6,132-9.6% | $6,407-13.5% |
| Admin fee / account holder | $1,277 | $17,404-92.7% | $14,586-91.2% | $12,270-89.6% |