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 | $68,203 | $113,339-39.8% | $94,993-28.2% | $147,584-53.8% |
| Participation rate | 77.8% | 78.0%-0.2pp | 73.9%+3.9pp | 82.8%-5.1pp |
| Annual return | 16.95% | 20.77%-3.8pp | 27.12%-10.2pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,206 | $3,160-61.8% | $2,603-53.7% | $4,876-75.3% |
| Participant deferral / active EE | $1,592 | $3,777-57.8% | $3,317-52.0% | $5,439-70.7% |
| Admin fee / account holder | $986 | $6,063-83.7% | $4,960-80.1% | $10,885-90.9% |