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 | $136,524 | $197,591-30.9% | $177,821-23.2% | $158,922-14.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 15.24% | 58.76%-43.5pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $3,993 | $6,697-40.4% | $5,918-32.5% | $4,761-16.1% |
| Participant deferral / active EE | $6,395 | $8,405-23.9% | $7,714-17.1% | $5,982+6.9% |
| Admin fee / account holder | $425 | $15,399-97.2% | $12,427-96.6% | $11,246-96.2% |