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 | $91,883 | $132,634-30.7% | $115,768-20.6% | $137,256-33.1% |
| Participation rate | 76.9% | 77.9%-0.9pp | 74.4%+2.5pp | 80.0%-3.0pp |
| Annual return | 29.06% | 160.70%-131.6pp | 100.46%-71.4pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,101 | $3,360-67.2% | $2,940-62.5% | $4,156-73.5% |
| Participant deferral / active EE | $3,932 | $5,619-30.0% | $4,917-20.0% | $6,407-38.6% |
| Admin fee / account holder | $32,239 | $15,028+114.5% | $12,439+159.2% | $12,270+162.7% |