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 | $99,466 | $157,256-36.7% | $141,162-29.5% | $152,861-34.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 36.26% | 64.32%-28.1pp | 71.39%-35.1pp | 345.32%-309.1pp |
| Employer contribution / active EE | $1,883 | $5,261-64.2% | $4,735-60.2% | $4,762-60.5% |
| Participant deferral / active EE | $2,590 | $7,109-63.6% | $6,709-61.4% | $5,850-55.7% |
| Admin fee / account holder | $693 | $12,120-94.3% | $10,261-93.3% | $11,596-94.0% |