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 | $91,231 | $154,117-40.8% | $129,995-29.8% | $139,434-34.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 15.73% | 32.48%-16.7pp | -137.18%+152.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $4,170 | $5,289-21.2% | $4,320-3.5% | $4,751-12.2% |
| Participant deferral / active EE | $11,973 | $6,710+78.4% | $5,820+105.7% | $6,710+78.4% |
| Admin fee / account holder | $1,418 | $14,007-89.9% | $10,614-86.6% | $11,403-87.6% |