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 | $103,163 | $179,726-42.6% | $156,263-34.0% | $142,382-27.5% |
| Participation rate | 79.2% | 82.1%-2.9pp | 78.9%+0.3pp | 80.1%-1.0pp |
| Annual return | 17.81% | 77.86%-60.0pp | 59.47%-41.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,016 | $5,069-60.2% | $4,333-53.5% | $4,299-53.1% |
| Participant deferral / active EE | $5,635 | $6,956-19.0% | $6,158-8.5% | $6,507-13.4% |
| Admin fee / account holder | $5,809 | $17,272-66.4% | $14,255-59.2% | $12,624-54.0% |