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 | $106,646 | $157,256-32.2% | $141,162-24.5% | $152,861-30.2% |
| Participation rate | 78.3% | 84.8%-6.6pp | 82.5%-4.2pp | 82.4%-4.2pp |
| Annual return | 25.65% | 64.32%-38.7pp | 71.39%-45.7pp | 345.32%-319.7pp |
| Employer contribution / active EE | $3,349 | $5,261-36.3% | $4,735-29.3% | $4,762-29.7% |
| Participant deferral / active EE | $6,430 | $7,109-9.6% | $6,709-4.2% | $5,850+9.9% |
| Admin fee / account holder | $1,761 | $12,120-85.5% | $10,261-82.8% | $11,596-84.8% |