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 | $63,776 | $106,890-40.3% | $84,015-24.1% | $152,861-58.3% |
| Participation rate | 76.2% | 75.2%+1.0pp | 69.0%+7.2pp | 82.4%-6.3pp |
| Annual return | 26.98% | 104.99%-78.0pp | 71.31%-44.3pp | 345.32%-318.3pp |
| Employer contribution / active EE | $1,401 | $2,734-48.8% | $1,983-29.4% | $4,762-70.6% |
| Participant deferral / active EE | $2,004 | $4,011-50.0% | $3,239-38.1% | $5,850-65.7% |
| Admin fee / account holder | $437 | $8,285-94.7% | $6,101-92.8% | $11,596-96.2% |