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 | $71,760 | $152,587-53.0% | $125,175-42.7% | $152,861-53.1% |
| Participation rate | 94.7% | 83.3%+11.4pp | 79.8%+15.0pp | 82.4%+12.3pp |
| Annual return | 14.82% | 54.84%-40.0pp | 43.79%-29.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $2,023 | $4,946-59.1% | $3,865-47.7% | $4,762-57.5% |
| Participant deferral / active EE | $4,414 | $5,868-24.8% | $4,937-10.6% | $5,850-24.6% |
| Admin fee / account holder | $14,767 | $13,434+9.9% | $9,702+52.2% | $11,596+27.3% |