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 | $78,650 | $91,552-14.1% | $133,956-41.3% | $79,858-1.5% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 12.62% | 61.85%-49.2pp | 45.09%-32.5pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,662 | $2,384-30.3% | $3,919-57.6% | $2,471-32.7% |
| Participant deferral / active EE | $2,502 | $3,733-33.0% | $5,048-50.4% | $3,740-33.1% |
| Admin fee / account holder | $3,287 | $6,321-48.0% | $8,927-63.2% | $5,306-38.1% |