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 | $64,644 | $124,319-48.0% | $111,297-41.9% | $167,490-61.4% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 15.54% | 37.44%-21.9pp | 54.65%-39.1pp | 478.56%-463.0pp |
| Employer contribution / active EE | $1,422 | $3,435-58.6% | $2,731-47.9% | $4,837-70.6% |
| Participant deferral / active EE | $2,359 | $5,180-54.5% | $4,487-47.4% | $6,341-62.8% |
| Admin fee / account holder | $1,387 | $10,618-86.9% | $7,964-82.6% | $12,309-88.7% |