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 | $38,671 | $152,587-74.7% | $125,175-69.1% | $152,861-74.7% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.4%-9.1pp |
| Annual return | 25.73% | 54.84%-29.1pp | 43.79%-18.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $2,061 | $4,946-58.3% | $3,865-46.7% | $4,762-56.7% |
| Participant deferral / active EE | $4,315 | $5,868-26.5% | $4,937-12.6% | $5,850-26.2% |
| Admin fee / account holder | $1,015 | $13,434-92.4% | $9,702-89.5% | $11,596-91.3% |