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 | $85,962 | $185,822-53.7% | $169,993-49.4% | $139,434-38.3% |
| Participation rate | 81.8% | 87.8%-5.9pp | 87.0%-5.2pp | 80.3%+1.5pp |
| Annual return | 13.37% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $7,681 | $7,590+1.2% | $6,785+13.2% | $4,751+61.7% |
| Participant deferral / active EE | $4,922 | $11,622-57.6% | $10,408-52.7% | $6,710-26.6% |
| Admin fee / account holder | $12,631 | $15,381-17.9% | $12,815-1.4% | $11,403+10.8% |