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 | $59,708 | $152,587-60.9% | $125,175-52.3% | $152,861-60.9% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 33.68% | 54.84%-21.2pp | 43.79%-10.1pp | 345.32%-311.6pp |
| Employer contribution / active EE | $1,160 | $4,946-76.6% | $3,865-70.0% | $4,762-75.7% |
| Participant deferral / active EE | $2,760 | $5,868-53.0% | $4,937-44.1% | $5,850-52.8% |
| Admin fee / account holder | $14,131 | $13,434+5.2% | $9,702+45.6% | $11,596+21.9% |