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 | $88,062 | $115,882-24.0% | $100,516-12.4% | $158,922-44.6% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 16.99% | 34.79%-17.8pp | 30.89%-13.9pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,557 | $4,103-62.0% | $3,418-54.4% | $4,761-67.3% |
| Participant deferral / active EE | $4,636 | $6,674-30.5% | $6,270-26.1% | $5,982-22.5% |
| Admin fee / account holder | $2,776 | $10,995-74.8% | $8,081-65.6% | $11,246-75.3% |