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 | $64,494 | $105,859-39.1% | $90,160-28.5% | $147,584-56.3% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 22.39% | 37.63%-15.2pp | 34.88%-12.5pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,104 | $4,126-73.3% | $3,318-66.7% | $4,876-77.4% |
| Participant deferral / active EE | $10,783 | $5,733+88.1% | $5,288+103.9% | $5,439+98.3% |
| Admin fee / account holder | $4,572 | $8,046-43.2% | $5,943-23.1% | $10,885-58.0% |