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 | $115,754 | $162,781-28.9% | $133,956-13.6% | $158,922-27.2% |
| Participation rate | 76.2% | 83.2%-7.0pp | 79.8%-3.6pp | 82.0%-5.8pp |
| Annual return | 12.82% | 41.94%-29.1pp | 45.09%-32.3pp | 302.83%-290.0pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,098 | $5,911+3.2% | $5,048+20.8% | $5,982+1.9% |
| Admin fee / account holder | $4,661 | $11,736-60.3% | $8,927-47.8% | $11,246-58.6% |