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 | $73,706 | $81,208-9.2% | $98,907-25.5% | $79,858-7.7% |
| Participation rate | 76.5% | 72.5%+4.0pp | 76.0%+0.4pp | 69.6%+6.8pp |
| Annual return | 10.27% | 60.99%-50.7pp | 196.43%-186.2pp | 31.71%-21.4pp |
| Employer contribution / active EE | $734 | $1,960-62.5% | $2,689-72.7% | $2,471-70.3% |
| Participant deferral / active EE | $3,337 | $3,265+2.2% | $4,244-21.4% | $3,740-10.8% |
| Admin fee / account holder | $556 | $6,013-90.8% | $6,642-91.6% | $5,306-89.5% |