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 | $55,484 | $154,117-64.0% | $129,995-57.3% | $139,434-60.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 14.86% | 32.48%-17.6pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $2,524 | $5,289-52.3% | $4,320-41.6% | $4,751-46.9% |
| Participant deferral / active EE | $5,940 | $6,710-11.5% | $5,820+2.1% | $6,710-11.5% |
| Admin fee / account holder | $2,455 | $14,007-82.5% | $10,614-76.9% | $11,403-78.5% |