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 | $82,108 | $98,240-16.4% | $82,313-0.2% | $147,584-44.4% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 18.94% | 30.85%-11.9pp | 25.88%-6.9pp | 578.55%-559.6pp |
| Employer contribution / active EE | $2,837 | $3,192-11.1% | $2,428+16.8% | $4,876-41.8% |
| Participant deferral / active EE | $3,934 | $4,383-10.2% | $3,706+6.2% | $5,439-27.7% |
| Admin fee / account holder | $445 | $8,563-94.8% | $5,608-92.1% | $10,885-95.9% |