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 | $44,730 | $108,919-58.9% | $100,391-55.4% | $145,922-69.3% |
| Participation rate | 78.3% | 82.9%-4.7pp | 81.5%-3.2pp | 80.3%-2.0pp |
| Annual return | 12.15% | 57.88%-45.7pp | 49.20%-37.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $4,626 | $4,419+4.7% | $3,942+17.3% | $4,660-0.7% |
| Participant deferral / active EE | $7,780 | $8,445-7.9% | $8,082-3.7% | $6,688+16.3% |
| Admin fee / account holder | $10,496 | $9,689+8.3% | $7,899+32.9% | $13,397-21.7% |