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 | $67,354 | $99,652-32.4% | $78,778-14.5% | $147,584-54.4% |
| Participation rate | 79.2% | 76.2%+2.9pp | 69.2%+10.0pp | 82.8%-3.7pp |
| Annual return | 18.77% | 47.28%-28.5pp | 35.62%-16.8pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,105 | $2,796-60.5% | $1,986-44.3% | $4,876-77.3% |
| Participant deferral / active EE | $4,518 | $3,664+23.3% | $2,958+52.7% | $5,439-16.9% |
| Admin fee / account holder | $919 | $7,155-87.2% | $5,134-82.1% | $10,885-91.6% |