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 | $65,465 | $118,849-44.9% | $96,562-32.2% | $167,490-60.9% |
| Participation rate | 95.7% | 75.5%+20.2pp | 69.8%+25.8pp | 82.1%+13.5pp |
| Annual return | 18.95% | 50.49%-31.5pp | 37.78%-18.8pp | 478.56%-459.6pp |
| Employer contribution / active EE | $1,168 | $3,120-62.6% | $2,356-50.4% | $4,837-75.9% |
| Participant deferral / active EE | $2,570 | $4,616-44.3% | $3,849-33.2% | $6,341-59.5% |
| Admin fee / account holder | $363 | $8,065-95.5% | $6,181-94.1% | $12,309-97.1% |