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 | $83,757 | $162,781-48.5% | $133,956-37.5% | $158,922-47.3% |
| Participation rate | 73.3% | 83.2%-9.9pp | 79.8%-6.5pp | 82.0%-8.6pp |
| Annual return | 13.12% | 41.94%-28.8pp | 45.09%-32.0pp | 302.83%-289.7pp |
| Employer contribution / active EE | $1,689 | $4,975-66.0% | $3,919-56.9% | $4,761-64.5% |
| Participant deferral / active EE | $2,835 | $5,911-52.0% | $5,048-43.8% | $5,982-52.6% |
| Admin fee / account holder | $7,002 | $11,736-40.3% | $8,927-21.6% | $11,246-37.7% |