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 | $29,958 | $162,781-81.6% | $133,956-77.6% | $158,922-81.1% |
| Participation rate | 83.3% | 83.2%+0.1pp | 79.8%+3.5pp | 82.0%+1.4pp |
| Annual return | 18.22% | 41.94%-23.7pp | 45.09%-26.9pp | 302.83%-284.6pp |
| Employer contribution / active EE | $2,186 | $4,975-56.1% | $3,919-44.2% | $4,761-54.1% |
| Participant deferral / active EE | $3,088 | $5,911-47.8% | $5,048-38.8% | $5,982-48.4% |
| Admin fee / account holder | $535 | $11,736-95.4% | $8,927-94.0% | $11,246-95.2% |