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 | $59,092 | $140,940-58.1% | $112,229-47.3% | $139,434-57.6% |
| Participation rate | 71.4% | 79.2%-7.8pp | 72.4%-1.0pp | 80.3%-8.9pp |
| Annual return | 15.83% | 32.71%-16.9pp | 30.20%-14.4pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,900 | $4,283-32.3% | $3,430-15.4% | $4,751-39.0% |
| Participant deferral / active EE | $4,821 | $5,874-17.9% | $4,798+0.5% | $6,710-28.2% |
| Admin fee / account holder | $23,484 | $9,954+135.9% | $7,748+203.1% | $11,403+106.0% |