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 | $75,577 | $81,208-6.9% | $98,907-23.6% | $79,858-5.4% |
| Participation rate | 73.3% | 72.5%+0.8pp | 76.0%-2.7pp | 69.6%+3.7pp |
| Annual return | 15.21% | 60.99%-45.8pp | 196.43%-181.2pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,817 | $1,960-7.3% | $2,689-32.4% | $2,471-26.5% |
| Participant deferral / active EE | $2,497 | $3,265-23.5% | $4,244-41.2% | $3,740-33.2% |
| Admin fee / account holder | $338 | $6,013-94.4% | $6,642-94.9% | $5,306-93.6% |