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 | $105,326 | $162,781-35.3% | $133,956-21.4% | $158,922-33.7% |
| Participation rate | 70.0% | 83.2%-13.2pp | 79.8%-9.8pp | 82.0%-12.0pp |
| Annual return | 14.83% | 41.94%-27.1pp | 45.09%-30.3pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,123 | $4,975-77.4% | $3,919-71.3% | $4,761-76.4% |
| Participant deferral / active EE | $2,695 | $5,911-54.4% | $5,048-46.6% | $5,982-54.9% |
| Admin fee / account holder | $35,709 | $11,736+204.3% | $8,927+300.0% | $11,246+217.5% |