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 | $119,636 | $154,117-22.4% | $129,995-8.0% | $139,434-14.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 16.45% | 32.48%-16.0pp | -137.18%+153.6pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,111 | $5,289-79.0% | $4,320-74.3% | $4,751-76.6% |
| Participant deferral / active EE | $2,222 | $6,710-66.9% | $5,820-61.8% | $6,710-66.9% |
| Admin fee / account holder | $2,969 | $14,007-78.8% | $10,614-72.0% | $11,403-74.0% |