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 | $65,231 | $154,117-57.7% | $129,995-49.8% | $139,434-53.2% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.5%+6.5pp | 80.3%+4.7pp |
| Annual return | 13.03% | 32.48%-19.4pp | -137.18%+150.2pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,379 | $5,289-55.0% | $4,320-44.9% | $4,751-49.9% |
| Participant deferral / active EE | $5,408 | $6,710-19.4% | $5,820-7.1% | $6,710-19.4% |
| Admin fee / account holder | $12,917 | $14,007-7.8% | $10,614+21.7% | $11,403+13.3% |