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 | $71,542 | $172,111-58.4% | $150,298-52.4% | $137,256-47.9% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 88.66% | 69.37%+19.3pp | 62.79%+25.9pp | 220.34%-131.7pp |
| Employer contribution / active EE | $2,750 | $4,636-40.7% | $4,154-33.8% | $4,156-33.8% |
| Participant deferral / active EE | $6,053 | $6,166-1.8% | $5,453+11.0% | $6,407-5.5% |
| Admin fee / account holder | $669 | $16,471-95.9% | $14,116-95.3% | $12,270-94.5% |