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 | $72,825 | $149,734-51.4% | $118,925-38.8% | $158,922-54.2% |
| Participation rate | 76.9% | 82.1%-5.2pp | 75.4%+1.5pp | 82.0%-5.0pp |
| Annual return | 10.78% | 19.95%-9.2pp | 35.88%-25.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $2,228 | $4,115-45.8% | $3,263-31.7% | $4,761-53.2% |
| Participant deferral / active EE | $4,953 | $5,223-5.2% | $4,265+16.1% | $5,982-17.2% |
| Admin fee / account holder | $8,226 | $8,603-4.4% | $6,581+25.0% | $11,246-26.9% |