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 | $83,120 | $96,965-14.3% | $97,995-15.2% | $147,584-43.7% |
| Participation rate | 75.0% | 83.6%-8.6pp | 82.4%-7.4pp | 82.8%-7.8pp |
| Annual return | 20.69% | 24.11%-3.4pp | 23.94%-3.2pp | 578.55%-557.9pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,948 | $5,081-42.0% | $5,097-42.2% | $5,439-45.8% |
| Admin fee / account holder | $7,203 | $8,120-11.3% | $5,943+21.2% | $10,885-33.8% |