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 | $106,131 | $176,812-40.0% | $146,665-27.6% | $167,490-36.6% |
| Participation rate | 75.0% | 83.6%-8.6pp | 80.1%-5.1pp | 82.1%-7.1pp |
| Annual return | 9.32% | 24.03%-14.7pp | 22.74%-13.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,258 | $5,160-75.6% | $4,136-69.6% | $4,837-74.0% |
| Participant deferral / active EE | $3,521 | $6,440-45.3% | $5,506-36.0% | $6,341-44.5% |
| Admin fee / account holder | $6,469 | $13,259-51.2% | $10,280-37.1% | $12,309-47.4% |