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 | $104,311 | $157,256-33.7% | $141,162-26.1% | $152,861-31.8% |
| Participation rate | 72.2% | 84.8%-12.6pp | 82.5%-10.2pp | 82.4%-10.2pp |
| Annual return | 17.15% | 64.32%-47.2pp | 71.39%-54.2pp | 345.32%-328.2pp |
| Employer contribution / active EE | $1,712 | $5,261-67.5% | $4,735-63.8% | $4,762-64.0% |
| Participant deferral / active EE | $6,061 | $7,109-14.8% | $6,709-9.7% | $5,850+3.6% |
| Admin fee / account holder | $2,749 | $12,120-77.3% | $10,261-73.2% | $11,596-76.3% |