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 | $101,251 | $185,822-45.5% | $169,993-40.4% | $139,434-27.4% |
| Participation rate | 90.5% | 87.8%+2.7pp | 87.0%+3.5pp | 80.3%+10.2pp |
| Annual return | 16.27% | 60.50%-44.2pp | 53.37%-37.1pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,940 | $7,590-34.9% | $6,785-27.2% | $4,751+4.0% |
| Participant deferral / active EE | $9,852 | $11,622-15.2% | $10,408-5.3% | $6,710+46.8% |
| Admin fee / account holder | $16,978 | $15,381+10.4% | $12,815+32.5% | $11,403+48.9% |