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 | $64,878 | $152,587-57.5% | $125,175-48.2% | $152,861-57.6% |
| Participation rate | 86.4% | 83.3%+3.0pp | 79.8%+6.6pp | 82.4%+3.9pp |
| Annual return | 22.59% | 54.84%-32.2pp | 43.79%-21.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,133 | $4,946-77.1% | $3,865-70.7% | $4,762-76.2% |
| Participant deferral / active EE | $3,341 | $5,868-43.1% | $4,937-32.3% | $5,850-42.9% |
| Admin fee / account holder | $3,391 | $13,434-74.8% | $9,702-65.0% | $11,596-70.8% |