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 | $94,300 | $232,540-59.4% | $185,117-49.1% | $147,584-36.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 77.3%+0.5pp | 82.8%-5.1pp |
| Annual return | 21.31% | 43.03%-21.7pp | 40.50%-19.2pp | 578.55%-557.2pp |
| Employer contribution / active EE | $495 | $5,195-90.5% | $4,182-88.2% | $4,876-89.9% |
| Participant deferral / active EE | $2,583 | $5,834-55.7% | $5,045-48.8% | $5,439-52.5% |
| Admin fee / account holder | $1,222 | $10,275-88.1% | $8,159-85.0% | $10,885-88.8% |