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 | $103,559 | $176,812-41.4% | $146,665-29.4% | $167,490-38.2% |
| Participation rate | 80.0% | 83.6%-3.6pp | 80.1%-0.1pp | 82.1%-2.1pp |
| Annual return | 17.02% | 24.03%-7.0pp | 22.74%-5.7pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,302 | $5,160-55.4% | $4,136-44.3% | $4,837-52.4% |
| Participant deferral / active EE | $6,834 | $6,440+6.1% | $5,506+24.1% | $6,341+7.8% |
| Admin fee / account holder | $3,393 | $13,259-74.4% | $10,280-67.0% | $12,309-72.4% |