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 | $72,114 | $177,572-59.4% | $154,803-53.4% | $142,382-49.4% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 12.93% | 65.07%-52.1pp | 58.88%-46.0pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,423 | $4,810-70.4% | $4,305-66.9% | $4,299-66.9% |
| Participant deferral / active EE | $4,005 | $6,272-36.1% | $5,540-27.7% | $6,507-38.5% |
| Admin fee / account holder | $787 | $16,786-95.3% | $14,329-94.5% | $12,624-93.8% |