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 | $63,374 | $107,334-41.0% | $92,893-31.8% | $152,861-58.5% |
| Participation rate | 77.3% | 79.8%-2.5pp | 76.0%+1.3pp | 82.4%-5.2pp |
| Annual return | 24.63% | 145.58%-120.9pp | 109.41%-84.8pp | 345.32%-320.7pp |
| Employer contribution / active EE | $1,641 | $4,221-61.1% | $3,653-55.1% | $4,762-65.5% |
| Participant deferral / active EE | $4,586 | $4,845-5.3% | $4,236+8.3% | $5,850-21.6% |
| Admin fee / account holder | $655 | $7,079-90.7% | $5,794-88.7% | $11,596-94.3% |