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 | $68,443 | $91,552-25.2% | $133,956-48.9% | $79,858-14.3% |
| Participation rate | 78.4% | 73.3%+5.0pp | 79.8%-1.5pp | 69.6%+8.7pp |
| Annual return | 12.02% | 61.85%-49.8pp | 45.09%-33.1pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,622 | $2,384-31.9% | $3,919-58.6% | $2,471-34.3% |
| Participant deferral / active EE | $3,468 | $3,733-7.1% | $5,048-31.3% | $3,740-7.3% |
| Admin fee / account holder | $806 | $6,321-87.3% | $8,927-91.0% | $5,306-84.8% |