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 | $60,636 | $105,931-42.8% | $81,930-26.0% | $158,922-61.8% |
| Participation rate | 73.7% | 75.6%-1.9pp | 72.0%+1.7pp | 82.0%-8.3pp |
| Annual return | 14.10% | 38.17%-24.1pp | 29.49%-15.4pp | 302.83%-288.7pp |
| Employer contribution / active EE | $2,204 | $7,800-71.7% | $4,310-48.9% | $4,761-53.7% |
| Participant deferral / active EE | $2,797 | $13,003-78.5% | $7,107-60.6% | $5,982-53.2% |
| Admin fee / account holder | $2,188 | $8,489-74.2% | $5,158-57.6% | $11,246-80.5% |