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 | $37,367 | $157,256-76.2% | $141,162-73.5% | $152,861-75.6% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 22.77% | 64.32%-41.6pp | 71.39%-48.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $1,869 | $5,261-64.5% | $4,735-60.5% | $4,762-60.8% |
| Participant deferral / active EE | $5,797 | $7,109-18.5% | $6,709-13.6% | $5,850-0.9% |
| Admin fee / account holder | $2,922 | $12,120-75.9% | $10,261-71.5% | $11,596-74.8% |