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 | $91,397 | $133,922-31.8% | $116,228-21.4% | $142,382-35.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.6%+0.4pp | 80.1%-5.1pp |
| Annual return | 13.32% | 147.76%-134.4pp | 90.06%-76.7pp | 217.08%-203.8pp |
| Employer contribution / active EE | $2,834 | $3,446-17.7% | $2,994-5.3% | $4,299-34.1% |
| Participant deferral / active EE | $3,996 | $5,672-29.6% | $4,953-19.3% | $6,507-38.6% |
| Admin fee / account holder | $844 | $14,945-94.4% | $11,989-93.0% | $12,624-93.3% |