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 | $64,118 | $124,281-48.4% | $109,143-41.3% | $167,490-61.7% |
| Participation rate | 76.2% | 79.4%-3.3pp | 75.9%+0.3pp | 82.1%-5.9pp |
| Annual return | 14.94% | 26.04%-11.1pp | 25.75%-10.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $3,233 | $4,207-23.1% | $3,722-13.1% | $4,837-33.2% |
| Participant deferral / active EE | $5,232 | $5,255-0.4% | $4,653+12.4% | $6,341-17.5% |
| Admin fee / account holder | $642 | $7,970-91.9% | $6,752-90.5% | $12,309-94.8% |