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 | $94,486 | $110,257-14.3% | $96,544-2.1% | $139,434-32.2% |
| Participation rate | 70.8% | 78.1%-7.3pp | 76.0%-5.1pp | 80.3%-9.5pp |
| Annual return | 12.93% | 26.32%-13.4pp | 25.84%-12.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $2,336 | $3,620-35.5% | $2,965-21.2% | $4,751-50.8% |
| Participant deferral / active EE | $3,284 | $5,548-40.8% | $4,851-32.3% | $6,710-51.1% |
| Admin fee / account holder | $20,982 | $11,591+81.0% | $8,252+154.3% | $11,403+84.0% |