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 | $85,168 | $197,591-56.9% | $177,821-52.1% | $158,922-46.4% |
| Participation rate | 72.2% | 88.5%-16.3pp | 87.7%-15.5pp | 82.0%-9.7pp |
| Annual return | 17.93% | 58.76%-40.8pp | 48.32%-30.4pp | 302.83%-284.9pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $6,926 | $8,405-17.6% | $7,714-10.2% | $5,982+15.8% |
| Admin fee / account holder | $4,300 | $15,399-72.1% | $12,427-65.4% | $11,246-61.8% |