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 | $90,939 | $112,881-19.4% | $90,9510% | $158,922-42.8% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | 13.48% | 215.79%-202.3pp | 134.60%-121.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,466 | $2,893-49.3% | $2,122-30.9% | $4,761-69.2% |
| Participant deferral / active EE | $4,316 | $4,128+4.6% | $3,373+28.0% | $5,982-27.9% |
| Admin fee / account holder | $948 | $8,041-88.2% | $5,959-84.1% | $11,246-91.6% |