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 | $64,242 | $162,781-60.5% | $133,956-52.0% | $158,922-59.6% |
| Participation rate | 87.5% | 83.2%+4.3pp | 79.8%+7.7pp | 82.0%+5.5pp |
| Annual return | 14.50% | 41.94%-27.4pp | 45.09%-30.6pp | 302.83%-288.3pp |
| Employer contribution / active EE | $3,682 | $4,975-26.0% | $3,919-6.0% | $4,761-22.7% |
| Participant deferral / active EE | $7,135 | $5,911+20.7% | $5,048+41.4% | $5,982+19.3% |
| Admin fee / account holder | $397 | $11,736-96.6% | $8,927-95.6% | $11,246-96.5% |