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 | $59,597 | $162,781-63.4% | $133,956-55.5% | $158,922-62.5% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 14.72% | 41.94%-27.2pp | 45.09%-30.4pp | 302.83%-288.1pp |
| Employer contribution / active EE | $9,844 | $4,975+97.8% | $3,919+151.2% | $4,761+106.8% |
| Participant deferral / active EE | $5,085 | $5,911-14.0% | $5,048+0.7% | $5,982-15.0% |
| Admin fee / account holder | $575 | $11,736-95.1% | $8,927-93.6% | $11,246-94.9% |