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 | $33,467 | $183,592-81.8% | $155,567-78.5% | $145,959-77.1% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 9.02% | 61.24%-52.2pp | 64.74%-55.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $2,043 | $5,315-61.6% | $4,674-56.3% | $4,661-56.2% |
| Participant deferral / active EE | $2,734 | $6,464-57.7% | $5,628-51.4% | $6,689-59.1% |
| Admin fee / account holder | $1,671 | $19,318-91.4% | $15,916-89.5% | $13,398-87.5% |