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 | $105,334 | $152,587-31.0% | $125,175-15.9% | $152,861-31.1% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 19.57% | 54.84%-35.3pp | 43.79%-24.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $1,785 | $4,946-63.9% | $3,865-53.8% | $4,762-62.5% |
| Participant deferral / active EE | $7,820 | $5,868+33.3% | $4,937+58.4% | $5,850+33.7% |
| Admin fee / account holder | $2,061 | $13,434-84.7% | $9,702-78.8% | $11,596-82.2% |