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 | $65,212 | $78,705-17.1% | $117,854-44.7% | $70,131-7.0% |
| Participation rate | 81.9% | 73.2%+8.8pp | 79.7%+2.3pp | 69.5%+12.4pp |
| Annual return | 15.07% | 23.30%-8.2pp | 335.08%-320.0pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,717 | $2,223-22.8% | $3,786-54.6% | $2,342-26.7% |
| Participant deferral / active EE | $2,885 | $3,297-12.5% | $4,482-35.6% | $3,332-13.4% |
| Admin fee / account holder | $491 | $5,065-90.3% | $8,020-93.9% | $4,645-89.4% |