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 | $69,179 | $162,781-57.5% | $133,956-48.4% | $158,922-56.5% |
| Participation rate | 73.9% | 83.2%-9.3pp | 79.8%-5.9pp | 82.0%-8.0pp |
| Annual return | 15.82% | 41.94%-26.1pp | 45.09%-29.3pp | 302.83%-287.0pp |
| Employer contribution / active EE | $1,778 | $4,975-64.3% | $3,919-54.6% | $4,761-62.6% |
| Participant deferral / active EE | $4,622 | $5,911-21.8% | $5,048-8.4% | $5,982-22.7% |
| Admin fee / account holder | $4,721 | $11,736-59.8% | $8,927-47.1% | $11,246-58.0% |