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 | $27,707 | $115,770-76.1% | $101,248-72.6% | $158,922-82.6% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | 12.11% | 56.14%-44.0pp | 46.47%-34.4pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,098 | $4,175-73.7% | $3,660-70.0% | $4,761-76.9% |
| Participant deferral / active EE | $3,364 | $4,957-32.1% | $4,370-23.0% | $5,982-43.8% |
| Admin fee / account holder | $1,147 | $7,245-84.2% | $5,945-80.7% | $11,246-89.8% |