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 | $59,296 | $102,616-42.2% | $81,983-27.7% | $158,922-62.7% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.2%+8.5pp | 82.0%-4.2pp |
| Annual return | 18.68% | 61.04%-42.4pp | 41.31%-22.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $1,795 | $3,240-44.6% | $2,498-28.2% | $4,761-62.3% |
| Participant deferral / active EE | $2,676 | $4,648-42.4% | $3,722-28.1% | $5,982-55.3% |
| Admin fee / account holder | $1,209 | $8,235-85.3% | $5,664-78.6% | $11,246-89.2% |