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 | $93,513 | $154,117-39.3% | $129,995-28.1% | $139,434-32.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 28.65% | 32.48%-3.8pp | -137.18%+165.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $1,276 | $5,289-75.9% | $4,320-70.5% | $4,751-73.1% |
| Participant deferral / active EE | $1,964 | $6,710-70.7% | $5,820-66.2% | $6,710-70.7% |
| Admin fee / account holder | $1,554 | $14,007-88.9% | $10,614-85.4% | $11,403-86.4% |