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 | $79,394 | $114,237-30.5% | $119,258-33.4% | $167,490-52.6% |
| Participation rate | 71.4% | 83.7%-12.3pp | 82.7%-11.3pp | 82.1%-10.7pp |
| Annual return | 15.89% | 29.87%-14.0pp | 30.69%-14.8pp | 478.56%-462.7pp |
| Employer contribution / active EE | $6,639 | $4,481+48.2% | $4,384+51.4% | $4,837+37.2% |
| Participant deferral / active EE | $6,044 | $6,084-0.7% | $6,111-1.1% | $6,341-4.7% |
| Admin fee / account holder | $14,599 | $8,932+63.4% | $7,226+102.0% | $12,309+18.6% |