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 | $55,877 | $176,377-68.3% | $134,143-58.3% | $158,922-64.8% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 24.79% | 63.63%-38.8pp | 36.33%-11.5pp | 302.83%-278.0pp |
| Employer contribution / active EE | $1,412 | $5,040-72.0% | $3,704-61.9% | $4,761-70.4% |
| Participant deferral / active EE | $4,533 | $4,091+10.8% | $3,499+29.5% | $5,982-24.2% |
| Admin fee / account holder | $332 | $8,718-96.2% | $6,684-95.0% | $11,246-97.0% |