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 | $76,083 | $98,240-22.6% | $82,313-7.6% | $147,584-48.4% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 22.94% | 30.85%-7.9pp | 25.88%-2.9pp | 578.55%-555.6pp |
| Employer contribution / active EE | $1,697 | $3,192-46.8% | $2,428-30.1% | $4,876-65.2% |
| Participant deferral / active EE | $1,978 | $4,383-54.9% | $3,706-46.6% | $5,439-63.6% |
| Admin fee / account holder | $16,903 | $8,563+97.4% | $5,608+201.4% | $10,885+55.3% |