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 | $83,860 | $107,334-21.9% | $92,893-9.7% | $152,861-45.1% |
| Participation rate | 79.2% | 79.8%-0.6pp | 76.0%+3.2pp | 82.4%-3.3pp |
| Annual return | 23.01% | 145.58%-122.6pp | 109.41%-86.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $1,426 | $4,221-66.2% | $3,653-61.0% | $4,762-70.1% |
| Participant deferral / active EE | $2,992 | $4,845-38.2% | $4,236-29.4% | $5,850-48.8% |
| Admin fee / account holder | $339 | $7,079-95.2% | $5,794-94.1% | $11,596-97.1% |