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 | $41,405 | $162,781-74.6% | $133,956-69.1% | $158,922-73.9% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 19.65% | 41.94%-22.3pp | 45.09%-25.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,641 | $4,975-26.8% | $3,919-7.1% | $4,761-23.5% |
| Participant deferral / active EE | $7,096 | $5,911+20.0% | $5,048+40.6% | $5,982+18.6% |
| Admin fee / account holder | $2,350 | $11,736-80.0% | $8,927-73.7% | $11,246-79.1% |