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 | $68,439 | $115,770-40.9% | $101,248-32.4% | $158,922-56.9% |
| Participation rate | 78.9% | 79.4%-0.4pp | 75.8%+3.1pp | 82.0%-3.0pp |
| Annual return | 14.29% | 56.14%-41.8pp | 46.47%-32.2pp | 302.83%-288.5pp |
| Employer contribution / active EE | $1,468 | $4,175-64.8% | $3,660-59.9% | $4,761-69.2% |
| Participant deferral / active EE | $1,677 | $4,957-66.2% | $4,370-61.6% | $5,982-72.0% |
| Admin fee / account holder | $1,194 | $7,245-83.5% | $5,945-79.9% | $11,246-89.4% |