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 | $61,318 | $107,334-42.9% | $92,893-34.0% | $152,861-59.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 26.75% | 145.58%-118.8pp | 109.41%-82.7pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,841 | $4,221-56.4% | $3,653-49.6% | $4,762-61.4% |
| Participant deferral / active EE | $4,415 | $4,845-8.9% | $4,236+4.2% | $5,850-24.5% |
| Admin fee / account holder | $452 | $7,079-93.6% | $5,794-92.2% | $11,596-96.1% |