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 | $139,384 | $185,822-25.0% | $169,993-18.0% | $139,4340% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 14.76% | 60.50%-45.7pp | 53.37%-38.6pp | 372.94%-358.2pp |
| Employer contribution / active EE | $3,052 | $7,590-59.8% | $6,785-55.0% | $4,751-35.8% |
| Participant deferral / active EE | $8,667 | $11,622-25.4% | $10,408-16.7% | $6,710+29.2% |
| Admin fee / account holder | $2,606 | $15,381-83.1% | $12,815-79.7% | $11,403-77.1% |