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 | $58,120 | $91,190-36.3% | $178,490-67.4% | $79,858-27.2% |
| Participation rate | 91.5% | 69.2%+22.3pp | 81.9%+9.5pp | 69.6%+21.8pp |
| Annual return | 10.99% | 24.19%-13.2pp | 151.07%-140.1pp | 31.71%-20.7pp |
| Employer contribution / active EE | $1,700 | $3,256-47.8% | $5,011-66.1% | $2,471-31.2% |
| Participant deferral / active EE | $3,371 | $3,236+4.2% | $5,202-35.2% | $3,740-9.9% |
| Admin fee / account holder | $1,770 | $6,751-73.8% | $13,984-87.3% | $5,306-66.6% |