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 | $136,030 | $185,822-26.8% | $169,993-20.0% | $139,434-2.4% |
| Participation rate | 70.0% | 87.8%-17.8pp | 87.0%-17.0pp | 80.3%-10.3pp |
| Annual return | 15.24% | 60.50%-45.3pp | 53.37%-38.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $1,886 | $7,590-75.1% | $6,785-72.2% | $4,751-60.3% |
| Participant deferral / active EE | $9,147 | $11,622-21.3% | $10,408-12.1% | $6,710+36.3% |
| Admin fee / account holder | $6,380 | $15,381-58.5% | $12,815-50.2% | $11,403-44.0% |