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 | $43,123 | $98,240-56.1% | $82,313-47.6% | $147,584-70.8% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 17.68% | 30.85%-13.2pp | 25.88%-8.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $1,918 | $3,192-39.9% | $2,428-21.0% | $4,876-60.7% |
| Participant deferral / active EE | $10,135 | $4,383+131.2% | $3,706+173.5% | $5,439+86.3% |
| Admin fee / account holder | $628 | $8,563-92.7% | $5,608-88.8% | $10,885-94.2% |