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 | $65,036 | $115,770-43.8% | $101,248-35.8% | $158,922-59.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 82.0%-5.0pp |
| Annual return | 13.36% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $1,668 | $4,175-60.0% | $3,660-54.4% | $4,761-65.0% |
| Participant deferral / active EE | $8,544 | $4,957+72.3% | $4,370+95.5% | $5,982+42.8% |
| Admin fee / account holder | $978 | $7,245-86.5% | $5,945-83.5% | $11,246-91.3% |