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 | $79,977 | $152,587-47.6% | $125,175-36.1% | $152,861-47.7% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 22.49% | 54.84%-32.3pp | 43.79%-21.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $2,195 | $4,946-55.6% | $3,865-43.2% | $4,762-53.9% |
| Participant deferral / active EE | $5,004 | $5,868-14.7% | $4,937+1.4% | $5,850-14.5% |
| Admin fee / account holder | $7,177 | $13,434-46.6% | $9,702-26.0% | $11,596-38.1% |