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 | $80,424 | $162,781-50.6% | $133,956-40.0% | $158,922-49.4% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 19.84% | 41.94%-22.1pp | 45.09%-25.2pp | 302.83%-283.0pp |
| Employer contribution / active EE | $1,378 | $4,975-72.3% | $3,919-64.8% | $4,761-71.1% |
| Participant deferral / active EE | $4,158 | $5,911-29.7% | $5,048-17.6% | $5,982-30.5% |
| Admin fee / account holder | $894 | $11,736-92.4% | $8,927-90.0% | $11,246-92.1% |