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 | $79,725 | $152,587-47.8% | $125,175-36.3% | $152,861-47.8% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 19.95% | 54.84%-34.9pp | 43.79%-23.8pp | 345.32%-325.4pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,212 | $5,868-62.3% | $4,937-55.2% | $5,850-62.2% |
| Admin fee / account holder | $1,953 | $13,434-85.5% | $9,702-79.9% | $11,596-83.2% |