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 | $60,813 | $100,773-39.7% | $88,946-31.6% | $142,382-57.3% |
| Participation rate | 89.5% | 74.3%+15.2pp | 68.8%+20.6pp | 80.1%+9.4pp |
| Annual return | 19.13% | 70.18%-51.0pp | 57.82%-38.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $2,747 | $2,918-5.8% | $2,555+7.5% | $4,299-36.1% |
| Participant deferral / active EE | $5,720 | $5,230+9.4% | $4,581+24.9% | $6,507-12.1% |
| Admin fee / account holder | $1,036 | $9,693-89.3% | $8,261-87.5% | $12,624-91.8% |