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 | $105,234 | $214,378-50.9% | $200,582-47.5% | $142,382-26.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 23.39% | 46.41%-23.0pp | 42.33%-18.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $4,303 | $6,841-37.1% | $6,419-33.0% | $4,299+0.1% |
| Participant deferral / active EE | $6,801 | $9,865-31.1% | $9,331-27.1% | $6,507+4.5% |
| Admin fee / account holder | $7,144 | $17,692-59.6% | $16,305-56.2% | $12,624-43.4% |