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 | $37,969 | $176,377-78.5% | $134,143-71.7% | $158,922-76.1% |
| Participation rate | 81.8% | 78.7%+3.1pp | 72.2%+9.6pp | 82.0%-0.1pp |
| Annual return | 15.32% | 63.63%-48.3pp | 36.33%-21.0pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,957 | $5,040-61.2% | $3,704-47.2% | $4,761-58.9% |
| Participant deferral / active EE | $4,977 | $4,091+21.7% | $3,499+42.3% | $5,982-16.8% |
| Admin fee / account holder | $463 | $8,718-94.7% | $6,684-93.1% | $11,246-95.9% |