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 | $128,324 | $185,822-30.9% | $169,993-24.5% | $139,434-8.0% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 14.67% | 60.50%-45.8pp | 53.37%-38.7pp | 372.94%-358.3pp |
| Employer contribution / active EE | $5,706 | $7,590-24.8% | $6,785-15.9% | $4,751+20.1% |
| Participant deferral / active EE | $11,723 | $11,622+0.9% | $10,408+12.6% | $6,710+74.7% |
| Admin fee / account holder | $8,245 | $15,381-46.4% | $12,815-35.7% | $11,403-27.7% |