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 | $92,650 | $162,781-43.1% | $133,956-30.8% | $158,922-41.7% |
| Participation rate | 73.9% | 83.2%-9.3pp | 79.8%-5.9pp | 82.0%-8.0pp |
| Annual return | 11.87% | 41.94%-30.1pp | 45.09%-33.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $2,355 | $4,975-52.7% | $3,919-39.9% | $4,761-50.5% |
| Participant deferral / active EE | $4,341 | $5,911-26.6% | $5,048-14.0% | $5,982-27.4% |
| Admin fee / account holder | $6,991 | $11,736-40.4% | $8,927-21.7% | $11,246-37.8% |