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 | $64,168 | $232,540-72.4% | $185,117-65.3% | $147,584-56.5% |
| Participation rate | 81.0% | 82.4%-1.4pp | 77.3%+3.7pp | 82.8%-1.9pp |
| Annual return | 20.64% | 43.03%-22.4pp | 40.50%-19.9pp | 578.55%-557.9pp |
| Employer contribution / active EE | $2,000 | $5,195-61.5% | $4,182-52.2% | $4,876-59.0% |
| Participant deferral / active EE | $2,667 | $5,834-54.3% | $5,045-47.1% | $5,439-51.0% |
| Admin fee / account holder | $980 | $10,275-90.5% | $8,159-88.0% | $10,885-91.0% |