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 | $36,503 | $152,587-76.1% | $125,175-70.8% | $152,861-76.1% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 26.11% | 54.84%-28.7pp | 43.79%-17.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $1,920 | $4,946-61.2% | $3,865-50.3% | $4,762-59.7% |
| Participant deferral / active EE | $4,864 | $5,868-17.1% | $4,937-1.5% | $5,850-16.9% |
| Admin fee / account holder | $2,522 | $13,434-81.2% | $9,702-74.0% | $11,596-78.3% |