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 | $92,714 | $105,126-11.8% | $94,646-2.0% | $139,434-33.5% |
| Participation rate | 71.4% | 82.4%-10.9pp | 80.8%-9.4pp | 80.3%-8.9pp |
| Annual return | 18.81% | 38.03%-19.2pp | 156.71%-137.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,891 | $4,106-29.6% | $3,672-21.3% | $4,751-39.1% |
| Participant deferral / active EE | $5,684 | $7,599-25.2% | $7,418-23.4% | $6,710-15.3% |
| Admin fee / account holder | $15,026 | $8,984+67.3% | $7,231+107.8% | $11,403+31.8% |