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 | $82,606 | $152,587-45.9% | $125,175-34.0% | $152,861-46.0% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.4%-11.0pp |
| Annual return | 23.76% | 54.84%-31.1pp | 43.79%-20.0pp | 345.32%-321.6pp |
| Employer contribution / active EE | $2,190 | $4,946-55.7% | $3,865-43.3% | $4,762-54.0% |
| Participant deferral / active EE | $6,642 | $5,868+13.2% | $4,937+34.5% | $5,850+13.5% |
| Admin fee / account holder | $13,166 | $13,434-2.0% | $9,702+35.7% | $11,596+13.5% |