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 | $24,768 | $157,256-84.3% | $141,162-82.5% | $152,861-83.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 33.77% | 64.32%-30.6pp | 71.39%-37.6pp | 345.32%-311.5pp |
| Employer contribution / active EE | $4,266 | $5,261-18.9% | $4,735-9.9% | $4,762-10.4% |
| Participant deferral / active EE | $8,583 | $7,109+20.7% | $6,709+27.9% | $5,850+46.7% |
| Admin fee / account holder | $1,495 | $12,120-87.7% | $10,261-85.4% | $11,596-87.1% |