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 | $64,770 | $112,729-42.5% | $98,716-34.4% | $137,256-52.8% |
| Participation rate | 76.5% | 74.2%+2.2pp | 69.3%+7.2pp | 80.0%-3.5pp |
| Annual return | 14.62% | 38.48%-23.9pp | 31.81%-17.2pp | 220.34%-205.7pp |
| Employer contribution / active EE | $2,780 | $2,725+2.0% | $2,279+22.0% | $4,156-33.1% |
| Participant deferral / active EE | $3,639 | $4,640-21.6% | $4,048-10.1% | $6,407-43.2% |
| Admin fee / account holder | $760 | $10,129-92.5% | $8,703-91.3% | $12,270-93.8% |