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 | $99,277 | $148,534-33.2% | $135,903-26.9% | $139,434-28.8% |
| Participation rate | 76.5% | 83.9%-7.4pp | 81.9%-5.4pp | 80.3%-3.8pp |
| Annual return | 21.47% | 79.19%-57.7pp | 68.23%-46.8pp | 372.94%-351.5pp |
| Employer contribution / active EE | $3,736 | $5,243-28.8% | $4,856-23.1% | $4,751-21.4% |
| Participant deferral / active EE | $7,495 | $8,100-7.5% | $7,758-3.4% | $6,710+11.7% |
| Admin fee / account holder | $7,596 | $12,400-38.7% | $10,762-29.4% | $11,403-33.4% |