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 | $85,500 | $135,952-37.1% | $123,892-31.0% | $273,961-68.8% |
| Participation rate | 76.5% | 84.1%-7.6pp | 81.4%-4.9pp | 83.0%-6.5pp |
| Annual return | 7.67% | 56.63%-49.0pp | 47.52%-39.8pp | 41.45%-33.8pp |
| Employer contribution / active EE | $3,266 | $5,170-36.8% | $4,617-29.3% | $4,869-32.9% |
| Participant deferral / active EE | $8,329 | $6,343+31.3% | $5,984+39.2% | $5,287+57.5% |
| Admin fee / account holder | $10,885 | $9,817+10.9% | $8,357+30.2% | $10,132+7.4% |