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 | $89,602 | $168,632-46.9% | $147,614-39.3% | $125,391-28.5% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 0.51% | 77.65%-77.1pp | 61.98%-61.5pp | 282.22%-281.7pp |
| Employer contribution / active EE | $1,670 | $6,252-73.3% | $5,564-70.0% | $4,866-65.7% |
| Participant deferral / active EE | $6,530 | $5,507+18.6% | $4,895+33.4% | $5,352+22.0% |
| Admin fee / account holder | $1,448 | $13,580-89.3% | $11,611-87.5% | $9,540-84.8% |