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 | $79,646 | $115,882-31.3% | $100,516-20.8% | $158,922-49.9% |
| Participation rate | 77.8% | 81.6%-3.8pp | 79.4%-1.6pp | 82.0%-4.2pp |
| Annual return | 15.43% | 34.79%-19.4pp | 30.89%-15.5pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,388 | $4,103-17.4% | $3,418-0.9% | $4,761-28.8% |
| Participant deferral / active EE | $10,240 | $6,674+53.4% | $6,270+63.3% | $5,982+71.2% |
| Admin fee / account holder | $5,653 | $10,995-48.6% | $8,081-30.0% | $11,246-49.7% |