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 | $88,786 | $115,770-23.3% | $101,248-12.3% | $158,922-44.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 8.17% | 56.14%-48.0pp | 46.47%-38.3pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,368 | $4,175-67.2% | $3,660-62.6% | $4,761-71.3% |
| Participant deferral / active EE | $3,821 | $4,957-22.9% | $4,370-12.6% | $5,982-36.1% |
| Admin fee / account holder | $1,468 | $7,245-79.7% | $5,945-75.3% | $11,246-86.9% |