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 | $106,502 | $124,319-14.3% | $111,297-4.3% | $167,490-36.4% |
| Participation rate | 73.7% | 79.6%-5.9pp | 77.3%-3.6pp | 82.1%-8.4pp |
| Annual return | 16.86% | 37.44%-20.6pp | 54.65%-37.8pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,603 | $3,435-24.2% | $2,731-4.7% | $4,837-46.2% |
| Participant deferral / active EE | $4,393 | $5,180-15.2% | $4,487-2.1% | $6,341-30.7% |
| Admin fee / account holder | $2,232 | $10,618-79.0% | $7,964-72.0% | $12,309-81.9% |