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 | $27,849 | $157,256-82.3% | $141,162-80.3% | $152,861-81.8% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 30.00% | 64.32%-34.3pp | 71.39%-41.4pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,765 | $5,261-47.4% | $4,735-41.6% | $4,762-41.9% |
| Participant deferral / active EE | $6,582 | $7,109-7.4% | $6,709-1.9% | $5,850+12.5% |
| Admin fee / account holder | $503 | $12,120-95.8% | $10,261-95.1% | $11,596-95.7% |