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 | $99,635 | $209,336-52.4% | $197,124-49.5% | $137,256-27.4% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 15.63% | 48.09%-32.5pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,811 | $6,591-42.2% | $6,227-38.8% | $4,156-8.3% |
| Participant deferral / active EE | $12,135 | $9,614+26.2% | $9,135+32.8% | $6,407+89.4% |
| Admin fee / account holder | $348 | $17,308-98.0% | $16,298-97.9% | $12,270-97.2% |