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 | $62,316 | $162,781-61.7% | $133,956-53.5% | $158,922-60.8% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 13.49% | 41.94%-28.5pp | 45.09%-31.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,401 | $4,975-71.8% | $3,919-64.2% | $4,761-70.6% |
| Participant deferral / active EE | $2,725 | $5,911-53.9% | $5,048-46.0% | $5,982-54.5% |
| Admin fee / account holder | $343 | $11,736-97.1% | $8,927-96.2% | $11,246-97.0% |