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 | $37,020 | $209,336-82.3% | $197,124-81.2% | $137,256-73.0% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 18.74% | 48.09%-29.4pp | 44.34%-25.6pp | 220.34%-201.6pp |
| Employer contribution / active EE | $2,087 | $6,591-68.3% | $6,227-66.5% | $4,156-49.8% |
| Participant deferral / active EE | $3,001 | $9,614-68.8% | $9,135-67.1% | $6,407-53.2% |
| Admin fee / account holder | $3,863 | $17,308-77.7% | $16,298-76.3% | $12,270-68.5% |