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 | $92,874 | $152,587-39.1% | $125,175-25.8% | $152,861-39.2% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 21.24% | 54.84%-33.6pp | 43.79%-22.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,989 | $4,946-59.8% | $3,865-48.5% | $4,762-58.2% |
| Participant deferral / active EE | $3,247 | $5,868-44.7% | $4,937-34.2% | $5,850-44.5% |
| Admin fee / account holder | $445 | $13,434-96.7% | $9,702-95.4% | $11,596-96.2% |