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 | $101,833 | $159,602-36.2% | $150,045-32.1% | $142,382-28.5% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 14.52% | 70.24%-55.7pp | 62.55%-48.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $3,974 | $4,961-19.9% | $4,693-15.3% | $4,299-7.6% |
| Participant deferral / active EE | $12,615 | $8,310+51.8% | $7,997+57.7% | $6,507+93.9% |
| Admin fee / account holder | $12,892 | $14,846-13.2% | $13,435-4.0% | $12,624+2.1% |