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 | $78,233 | $162,781-51.9% | $133,956-41.6% | $158,922-50.8% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 28.22% | 41.94%-13.7pp | 45.09%-16.9pp | 302.83%-274.6pp |
| Employer contribution / active EE | $5,333 | $4,975+7.2% | $3,919+36.1% | $4,761+12.0% |
| Participant deferral / active EE | $8,797 | $5,911+48.8% | $5,048+74.3% | $5,982+47.1% |
| Admin fee / account holder | $20,001 | $11,736+70.4% | $8,927+124.1% | $11,246+77.9% |