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 | $82,473 | $117,841-30.0% | $102,423-19.5% | $145,922-43.5% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 10.89% | 31.65%-20.8pp | 29.32%-18.4pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,315 | $3,615-63.6% | $3,023-56.5% | $4,660-71.8% |
| Participant deferral / active EE | $2,376 | $5,731-58.5% | $5,053-53.0% | $6,688-64.5% |
| Admin fee / account holder | $682 | $13,326-94.9% | $9,451-92.8% | $13,397-94.9% |