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 | $67,656 | $52,279+29.4% | $89,391-24.3% | $79,858-15.3% |
| Participation rate | 78.6% | 57.5%+21.0pp | 68.0%+10.6pp | 69.6%+8.9pp |
| Annual return | 14.84% | 22.16%-7.3pp | 245.62%-230.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,483 | $1,572-5.6% | $2,586-42.6% | $2,471-40.0% |
| Participant deferral / active EE | $3,184 | $2,740+16.2% | $3,890-18.1% | $3,740-14.9% |
| Admin fee / account holder | $700 | $3,356-79.1% | $4,881-85.7% | $5,306-86.8% |