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 | $106,267 | $175,202-39.3% | $149,673-29.0% | $139,434-23.8% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 11.08% | 166.71%-155.6pp | 134.42%-123.3pp | 372.94%-361.9pp |
| Employer contribution / active EE | $2,596 | $5,474-52.6% | $4,818-46.1% | $4,751-45.4% |
| Participant deferral / active EE | $6,147 | $6,519-5.7% | $5,680+8.2% | $6,710-8.4% |
| Admin fee / account holder | $3,965 | $16,150-75.5% | $13,210-70.0% | $11,403-65.2% |