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 | $59,667 | $115,882-48.5% | $100,516-40.6% | $158,922-62.5% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 23.91% | 34.79%-10.9pp | 30.89%-7.0pp | 302.83%-278.9pp |
| Employer contribution / active EE | $8,618 | $4,103+110.0% | $3,418+152.2% | $4,761+81.0% |
| Participant deferral / active EE | $11,516 | $6,674+72.5% | $6,270+83.7% | $5,982+92.5% |
| Admin fee / account holder | $3,703 | $10,995-66.3% | $8,081-54.2% | $11,246-67.1% |