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 | $16,120 | $107,334-85.0% | $92,893-82.6% | $152,861-89.5% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.4%-7.4pp |
| Annual return | 12.54% | 145.58%-133.0pp | 109.41%-96.9pp | 345.32%-332.8pp |
| Employer contribution / active EE | $3,489 | $4,221-17.3% | $3,653-4.5% | $4,762-26.7% |
| Participant deferral / active EE | $3,475 | $4,845-28.3% | $4,236-18.0% | $5,850-40.6% |
| Admin fee / account holder | $1,681 | $7,079-76.3% | $5,794-71.0% | $11,596-85.5% |