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 | $118,304 | $165,912-28.7% | $122,332-3.3% | $147,584-19.8% |
| Participation rate | 78.6% | 79.6%-1.0pp | 71.6%+6.9pp | 82.8%-4.3pp |
| Annual return | 18.80% | 34.55%-15.7pp | 30.27%-11.5pp | 578.55%-559.7pp |
| Employer contribution / active EE | $6,616 | $5,754+15.0% | $4,050+63.3% | $4,876+35.7% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $583 | $7,424-92.1% | $5,478-89.4% | $10,885-94.6% |