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 | $82,670 | $185,822-55.5% | $169,993-51.4% | $139,434-40.7% |
| Participation rate | 79.2% | 87.8%-8.6pp | 87.0%-7.8pp | 80.3%-1.2pp |
| Annual return | 14.02% | 60.50%-46.5pp | 53.37%-39.4pp | 372.94%-358.9pp |
| Employer contribution / active EE | $3,382 | $7,590-55.4% | $6,785-50.2% | $4,751-28.8% |
| Participant deferral / active EE | $8,004 | $11,622-31.1% | $10,408-23.1% | $6,710+19.3% |
| Admin fee / account holder | $4,206 | $15,381-72.7% | $12,815-67.2% | $11,403-63.1% |