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 | $83,453 | $117,841-29.2% | $102,423-18.5% | $145,922-42.8% |
| Participation rate | 72.2% | 78.6%-6.4pp | 76.5%-4.3pp | 80.3%-8.1pp |
| Annual return | 18.85% | 31.65%-12.8pp | 29.32%-10.5pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,005 | $3,615-72.2% | $3,023-66.8% | $4,660-78.4% |
| Participant deferral / active EE | $2,124 | $5,731-62.9% | $5,053-58.0% | $6,688-68.2% |
| Admin fee / account holder | $1,231 | $13,326-90.8% | $9,451-87.0% | $13,397-90.8% |