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 | $29,625 | $165,335-82.1% | $149,696-80.2% | $158,922-81.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.11% | 348.15%-337.0pp | 276.60%-265.5pp | 302.83%-291.7pp |
| Employer contribution / active EE | $3,683 | $5,103-27.8% | $4,644-20.7% | $4,761-22.6% |
| Participant deferral / active EE | $10,190 | $7,181+41.9% | $6,842+48.9% | $5,982+70.3% |
| Admin fee / account holder | $1,195 | $10,807-88.9% | $9,309-87.2% | $11,246-89.4% |