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 | $86,202 | $96,965-11.1% | $97,995-12.0% | $147,584-41.6% |
| Participation rate | 80.0% | 83.6%-3.6pp | 82.4%-2.4pp | 82.8%-2.8pp |
| Annual return | 14.42% | 24.11%-9.7pp | 23.94%-9.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,711 | $5,081-7.3% | $5,097-7.6% | $5,439-13.4% |
| Admin fee / account holder | $6,600 | $8,120-18.7% | $5,943+11.0% | $10,885-39.4% |