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 | $119,155 | $179,726-33.7% | $156,263-23.7% | $142,382-16.3% |
| Participation rate | 73.9% | 82.1%-8.2pp | 78.9%-5.0pp | 80.1%-6.2pp |
| Annual return | 18.22% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,301 | $5,069-54.6% | $4,333-46.9% | $4,299-46.5% |
| Participant deferral / active EE | $6,331 | $6,956-9.0% | $6,158+2.8% | $6,507-2.7% |
| Admin fee / account holder | $3,577 | $17,272-79.3% | $14,255-74.9% | $12,624-71.7% |